Post selected transactions
Post only the bank rows you checked, and confirm exactly which rows the action covered.
Select The Rows
Use Post selected when a specific handful of reviewed rows should become ledger activity and nothing else should.
- Open the company and select Bank Feeds.
- Choose the bank or card account, then select the Ready bucket.
- Check the box on each row you have reviewed and coded.
A bar appears showing how many rows are selected, with Post selected, Exclude selected, and Clear.
Check The Scope First
Post selected covers exactly the checked rows in the account you are viewing. It is not company-wide and does not reach another bank account.
There is no confirmation step. Clicking Post selected posts immediately. Review each checked row's date, amount, and Coded to account before you click.
Rows that are pending at the bank, excluded, uncoded, or already posted are not eligible and will not post.
Post And Verify
Click Post selected. LedgerHQ reports Posted n of m, and names the first few failures when some rows did not go through. The selection clears afterwards.
If the posted count is lower than what you selected, some rows were ineligible. Open the Posted bucket and compare it against what you intended before selecting anything else.
This Also Creates Rules
Each posted row saves a bank rule so the same merchant codes itself next time. See How your bank rules get made and maintained.
Correct A Mistake
Use Undo a posted bank transaction on each incorrect row. Do not add a separate offsetting entry. For a larger accidental set, see Reverse an accidental posting batch.
To compare the wider actions, see Understand your posting options.