Automation — auto-post and dunning

Auto-post on approval. Normally a document is approved by one person and posted by another (see 1.8 Auto-post). With auto-post on, approval and posting happen in one act: the moment an authorised person approves, the entries are written and the document is posted. It is on by default, and most companies keep it: documents stop queueing, and the books are never a day behind the warehouse. Turn it off when your controls require a second pair of eyes between approval and the ledger.
Automatic dunning. Dunning is the polite machinery of chasing late payment: reminder notices of increasing firmness. With automatic dunning on, the application runs that machinery for overdue balances above a minimum amount you choose, and every customer's record keeps a dunning history, so anyone answering the phone can see exactly what the customer has been sent.

Snapshot: portal-v0-2026-11-10