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The posting overview

Posting is the first screen of the posting workflow, and it is a worklist rather than a report. It groups everything waiting on you by chain → wallet → token, and shows two different kinds of blockage alongside the work itself.

The posting overview

Expand a chain to see its wallets, and a wallet to see its tokens. Each token row carries a count and a Post button that opens the pending transactions filtered to that wallet and token.

Reading the icons

Two icons appear on chain and wallet rows, and they mean different things:

IconMeaning
Amber warningSetup issues: a token, address or card is missing, so those transactions cannot be posted. Expand for details.
Struck-through calendarUnreconciled on-chain days: some days are being withheld. Expand for the dates.

The count on each row is postable transactions only. Anything blocked by a setup issue, or withheld as unreconciled, is not in that number, which is why a wallet can show 0 transactions and still have plenty to deal with.

Unreconciled on-chain days

A wallet with a struck-through calendar has UTC days where SimplyLedger's indexed data has not reconciled against the chain. Rather than offer you rows it is not confident in, it withholds them: pending rows on these UTC days are omitted until reconciliation completes.

The dates are listed as badges. Consecutive days collapse into a range, and the grouping tells you what is affected:

  • Dates shown on their own are the chain's native token.
  • Dates grouped against a contract address affect that token only.

Requesting a re-index

Request Attention queues a reconciliation sync for exactly the tokens and days listed, nothing wider. The request goes to the indexer, which re-indexes those wallet, token and day combinations from the chain.

What happens then:

  1. The panel confirms Reconciliation sync queued.
  2. A Queue status line appears and updates as the job moves through pending → processing → done or failed. The button is hidden while the job is in flight, so it cannot be queued twice.
  3. On success you get Reconciliation sync completed, and the overview refreshes itself. Days that now reconcile disappear and their transactions become postable.
  4. On failure the error message is shown both in a notification and on the Queue status line, and the button comes back so you can request it again.

The same job also appears on the transaction sync page as a Reconciliation row, which is where to watch it if you navigate away from the overview.

Two buttons, same words

Request Attention here queues a re-index. Request attention on the transaction sync page, on a failed historical job, raises a support ticket instead. Same wording, different actions. The one on this page is self-service and does not involve support.

If a re-index runs, succeeds, and the days are still listed, that is the point to raise a ticket.

Setup issues

The amber warning breaks into three states, and they are a sequence rather than three unrelated problems. A token needs to exist; it needs an address on this chain; the wallet needs a card for it. Each is only reachable once the one before it is resolved.

Missing tokens

SimplyLedger has no record of this token at all: only the symbol and contract address seen in the transaction.

The only question asked is Mark as spam?

  • Yes files it as spam. The transactions drop out of the queue and out of reports, reversibly. See spam tokens.
  • No takes it forward as a real token, to be added and approved.

Most unrecognised tokens arriving in a treasury wallet are airdropped junk, so this is usually a fast pass. Answer honestly rather than quickly, though: marking a real token as spam hides activity you will later have to dig back out.

Missing token addresses

The token exists, but has no address on this chain. The row says so directly: token exists but no address for this chain. A bridged token that you already hold on Ethereum will land here the first time it appears on another chain.

  • Create token address opens the address form for that chain, where Get decimals reads the exponent off the chain rather than leaving you to type it.
  • Select token appears instead when the symbol did not match a known token, so you can point the address at the right one first.
  • Mark as spam? is offered here too, for the same reason as above.

Getting the exponent wrong here produces amounts wrong by orders of magnitude, so let the app fetch it. See tokens and addresses.

Missing token cards

Token and address both exist; this wallet just has no token card for it. This is the most common of the three and the least ambiguous.

Create token card opens the card form with the token already filled in. Once the card exists, those transactions become postable and move into the wallet's count.

Spam excluded

Below the three, a line reads Spam (excluded): N. It is there so filtered transactions are visible as a number rather than silently absent. If a wallet seems short of activity, check this before assuming a sync problem.

Who can resolve these

Every action above needs write access to the entity. Viewers and guests see the issues listed without the buttons. See roles and permissions.

Next

With the blockages cleared, post a transaction covers staging and posting the work itself.

Crypto accounting, finally automated.