How to: Automatically Transfer and Post CODA Statements
After you have applied and processed all CODA statement lines, you can transfer the CODA statement lines to a financial journal.
After transferring the statement lines, you can post the lines in a corresponding general journal. If no such general journal exists, you cannot transfer the lines. You can create a journal to handle CODA statements. For more information, see How to: Create Financial Journals.
Alternatively, you can manually transfer and post CODA statements. For information, see How to: Manually Transfer and Post CODA Statements.
To automatically transfer statement lines
In the Search box, enter Bank Accounts, and then choose the related link.
Select the bank account, and on the Home tab, in the Process group, choose CODA Statements.
Select the CODA statement, and on the Home tab, in the Manage group, choose Edit.
On the Actions tab, in the Functions group, choose Transfer to General Ledger.
Choose the Yes button.
The batch job will now transfer the CODA statement lines to the financial journal.
After transferring the statement lines to the journal, you can post the statement lines in the corresponding financial journal.
See Also
Tasks
How to: Import CODA Statements
How to: Apply CODA Statements
How to: Create Financial Journals
How to: Manually Transfer and Post CODA Statements