My feedback is...

A/P invoice date vs GL date

It would be nice to have the option (like in Pro) to set the default GL date to current period and not the invoice date. Sometimes you have to close the month, but will continue to get invoices dated in that month that will be posted in the current month. And to remember to change it each time is allowing for mistakes to happen that items get posted to a prior closed period and mess up your financial reports.

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    Teresa shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    1 comment

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      • Steve H. Hudson Former CMS dealer/installer back to 1988. commented  ·   ·  Flag as inappropriate

        AP invoice date should also not be reference and kicked out against the period lock in the fiscal calendar. The Invoice date is only for calculating the due date of an invoice. The GL date is the only date that should be compared to the period lock for purposes of error in a posting.

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