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Posting Studio

Define posting rules, simulate against a sample batch, replay failures, and bootstrap a fresh tenant's chart of accounts. Where posting engineers spend their day.

In progress Finance · Engineering 4 shells

See it in use

Rules · Simulate · Replay · Bootstrap.

The four shells

ShellPurposePrimary block
RulesList, edit, version posting rules.Master data shell
SimulateRun a rule against a sample batch.Form shell + preview
ReplayRe-post failed batches after a fix.Data toolbar + table
BootstrapSeed a CoA + opening rules for a fresh tenant.Form shell + stepper

Composition

Mobile behaviour

The split list / editor stacks: list first, then the editor as a full-screen sheet. Long rule expressions wrap with word-break: break-word rather than overflowing. The simulate preview is horizontally scrollable inside its own region.

Related

For the failed batches feed see Data tables. For the single-batch posting trail see Detail pages.