Automatic posting conditions can be shared between the same suppliers and customers across administrations.

Select an automatic posting condition on the overview screen and select the “Share across administrations” option.

If there are administrations, to which you have access, available to match with the automatic posting conditions, the screen to the right will display them, otherwise “no administrations found” is displayed.

By turning on the “Share” option, the selected automatic posting condition will be shared (or not) with the specific administration.

It is also possible to search for administrations using the magnifying glass.

With the new screen for creating automatic posting conditions, it is also possible to create and share a new condition with administrations at once.

The supplier or customer must be selected and the document type must be “All document types”. This will enable the “Connect Administrations” button. After clicking the “Connect Administrations” button, the panel on the right will display corresponding matches.

The changes will be applied only when the user clicks Save!

If you click “Save” after selecting administrations, the changes are saved in memory and are visible when the panel is reopened. On the other hand, if you select some administrations and then click Cancel, the changes are reset to the version that was saved or to the initial value.

If you save an accounting condition and some administrations are selected, it is shared with those administrations. If you have no administrations selected, the posting condition is created in the usual way.

It’s also possible to share a posting condition using the new editing screen.

If the condition wasn’t previously shared, the Document type field will be enabled and must be set as “All documents” in order to be shared.

Like in the creation screen, the changes are kept in memory until the user saves the condition. After saving the condition with new shared administrations set, the success message will be displayed.

If the condition was previously shared, the document type will be disabled so the All documents document type will be already set and the “Connect administrations” button will be enabled.

The sharing panel, will display the previously shared administrations.

After the user saves the conditions, the changes will be applied.

Like the overview page, if the condition was previously shared, it won’t be possible to “unshare” with all the administrations.

When deleting a shared posting condition, a pop-up message appears with 2 options, allowing you to select whether the automatic posting condition should be deleted for the current administration only or for all administrations you have access to.