What to verify before posting
Check the account mappings, dimensions, dates, and balance state first. The current draft flow is designed for review before ERP posting.
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Support Center / Workpaper Agent / Journal Entries
Draft Journal Entries from a workpaper
Review and post draft journal entries from a completed workpaper when journal output needs accounting review, resulting in corrected entries that are ready to post.
Workflow
Step 1
Open Draft journal entries
Start in Truewind on Workpaper Agent > Templates, then use this button to send the selected workpaper into the Journal Entry drafting flow.
Step 2
The agent receives a prompt
This sends the journal-entry drafting prompt to the agent.
Step 3
The agent checks the layout
This matters because if the layout is already correct, the agent uses the existing tab. If not, the agent creates a new Truewind tab to prepare the journal entries from the workpaper data in other tabs.
Step 4
The agent checks the mapping
This gives the agent time to validate the account, payee, and dimension mappings before moving to the preview page.
Step 5
Open the Draft Journal Entry preview
This opens the preview page. If the journal entry passes Sage requirements, the status shows a green check mark and the entry is ready to post.
Step 6
Click Post
This starts the Sage posting flow.
Step 7
Select a journal book, then click Post
This sets the Sage journal book for the draft journal entry, then click Post so you can submit it to Sage.
Step 8
Open Journal Entries to review posted, posting, and failed journal entries
This shows the full list of posted, posting, and failed-to-post journal entries after submission.
Step 9
Click Draft journal entries from the Journal Entries page
This returns you to the draft journal entry view from Journal Entries.
Step 10
Review the workbook page where the prompt section is locked
This shows the workbook page, where the prompt section is locked for that draft journal entry run.
Step 11
Select a specific journal entry to review
Click Draft journal entries, then choose the specific journal entry you want to inspect in detail.
Step 12
Review the Journal Entry breakdown and check the posted entry in Sage
This lets you inspect the journal entry details and verify the posted journal entry on the Sage side.
FAQ
Why are some entries blocked instead of ready to post?
Entries are blocked when required accounts, dimensions, dates, or other validations are still missing or invalid in the draft preview.
What happens after I post the selected entries?
The eligible entries move into posting and then appear in the journal-entry workflow with updated status once the ERP posting finishes. When the full batch posts successfully, the workpaper status is set to Posted and review-flow status controls are locked.
Limitations
Draft journal entries only appear for supported templates
Not every workpaper produces draft journal entries, and the workpaper must be approved before the draft-journal-entry workflow becomes available.
Troubleshooting
The draft preview says Draft journal entries are unavailable.
Confirm the feature is enabled for the environment and that the source workpaper template supports draft journal entries.
The entries loaded, but some still will not post.
Review the blocked-entry issues and sync errors first, then fix those fields before trying to post again.
The checklist status control is disabled after posting.
This is expected once the workpaper reaches Posted. To continue workflow updates, start follow-up work in a rolled-forward or new workpaper instead of editing the posted run.
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