View and manage intercompany transaction processing:
Click System, then click Utilities.
Click Intercompany Processing.
This screen includes:
The current state of the intercompany transactions.
Whether the intercompany transactions was posted successfully or not.
Details of any issues.
Search controls and filters.
The ability to edit the intercompany posting details on transactions which haven't been posted.
The results can be manually cleared.
To enter intercompany posting details while in this screen, click the popover. The default values depend on whether details are already saved against the transaction:
If intercompany posting details are saved against the transaction, the details are displayed.
If no intercompany posting details are saved against the transaction, the defaults for the originating Nominal Code are displayed.
Transactions with no Intercompany Processing Details
If a transaction is posted against an account that triggers intercompany posting but no posting details are present, the intercompany transaction cannot be created automatically. This can happen when a transaction is posted from an integrated system.
In this case, the transaction appears in the Intercompany Posting Details screen with a message indicating the details are missing. Enter the posting details and retry posting.
📌 Note: Check the intercompany posting details screen regularly and especially before a period end.