Session Status and Processing Modes

The session status determines if transactions are placed in the unposted or posted ledgers when the session is saved. Sessions can be posted immediately with an Online status (OL), posted later with a Batch-To Post status (BP), or suspended—and possibly posted later—with a Batch-To Suspend status (BS).

Before selecting a status, you should determine how your organization's processing modes are set up by the Administrator (Organization>Organization Preferences - Processing Tab). The relationship between the session Status and the Processing Modes are as follows:

As the Administrator, if you chose the Combined processing mode in the system, BP, BS, and OL are available in the session Status drop-down list.

  • If you select OL, the system posts the transactions when you click the Post button within the document. Once a session status is set to OL and you have posted the first document, you cannot change the status to BP or BS, however, you can view it.
  • BP and OL cannot be saved without documents.
  • If you select BP or BS, you must save the session and post later (Activities>Manage Sessions>Post Transactions). Only sessions with a status of BP are available for selection on the Post Transactions form. Therefore, you must change a session's status from BS to BP before it can be posted.
  • BP and BS, if you delete a session, all associated documents are also deleted.
  • For BP or BS, once the first document is saved, you cannot change to Online posting.
  • With BP or BS, you can add additional documents or transactions up until you post it.

As the Administrator, if you chose the Online processing mode, you can only select OL from the session Status drop-down list.

  • If you select OL, the system posts the transactions when you click the Post button on the document.
  • OL cannot be saved without documents.

As the Administrator, if you chose the Batch processing mode, you can select BP or BS from the session Status drop-down list.

  • If you select BP or BS, you must save the session and post later (Activities>Manage Sessions>Post Transactions). Only sessions with a status of BP are available for selection on the Post Transactions form. Therefore, you must change a session's status from BS to BP before it can be posted.
  • With BS, you can add additional documents later.

  • With BP, you can add additional documents or transactions up until you post it.

  • BP cannot be saved without documents.
  • With BP and BS, if you delete a session, all associated documents are also deleted.