Post Date in Accounts Payable
When entering an invoice in accounts payable we need the post date to default to the date we enter the invoice. If an invoice is dated in a prior period (as most are) then we constantly need to override the post date each time. This is causing incorrect posting dates when this gets missed.
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Andrea Chrest
- Oct 24 2024
- Under consideration
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Rather than the Post date default to the Invoice date, wouldn't it be better that the Post date defaults to the Due date? Usually when we key payables the due date is the date we want as the Post date. The Invoice date is often the previous month.
Merged No description providedUnder consideration
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Turn Off Auto-Populating Post Date for Invoices
Merged Very rarely does our invoice date match the post date. When entering a new invoice under the Payables/Invoices tab, the post date automatically fills in to match the date entered for the invoice date. We have to manually override the auto-filled d...Under consideration
Related ideas
It would help to be able to change this setting in Business Rules, as different organizations need their default settings to work in different ways. Not being able to change the default for this field can slow data entry and contribute to errors.
Please make the post date field in Accounts Payable invoice entry as an editable default setting for each client. I understand that most post dates will match the invoice date. However, defaulting to the current date helps us with tracking as well and matches our processes better. Currently, I am editing the posting date at almost each invoice entry. We've run across quite a few invoices in which the invoice date did not match the coverage period. At month-end and year-end, we pay closer attention to the posting date and adjust accordingly.
I agree with MaryAnn (August 2025). In our business office, we actually prefer the invoice date and post date to be the same to ensure the liability is recorded when it was incurred. If an invoice is received after a month has officially closed, our workflow is to enter it using the first of the current open month as both the invoice and post date, and then manually accrue the expense back to the prior month. This keeps our historical GL secure while still maintaining accurate accrual matching. Would be great if BB can build into the Business Rules the option to have either way depending on a businesses preference
PLEASE IMPLEMENT THIS! I am so tired of the post date defaulting to invoice date. It would improve my workflow so much if it didn't do that.
I don't understand the OP statement, but it would be great to have a period to post/default, versus having to enter a date for the period. But, I'd also like to see actual batch posting which I think would resolve this issue. Posting each individual invoice separately is absurd and akin to using QuickBooks.
Extremely frustrating!
It's really hard to believe that the way the system works is being reviewed by actual accountants sometimes. Post dates and invoices dates should not default to the same date!
If an invoice arrives after a period is closed I want to know what the invoice date is.
So many grants and funding sources are tied to specific periods, and we just have to document everything in the journal reference and hope that we catch things that could just be a simple query to check for before the auditors ding us.
Y'all went through the effort of having an invoice date field for invoices and we can't even use it properly without tons of manual intervention.
This is extremely frustrating and inefficient. We should be able to set the post date in our Business Rules like before.
This is an AUDIT ISSUE that needs addressed asap. Invoice date on the invoice should match invoice date. Invoice date does not automatically equal post date.
So if you receive and enter an invoice on the 4th of the September, and it is dated the 27th of August, you want it to post to the invoice to September 4th? I want the invoice to be posted to the month the liability was incurred in.
This one flaw is causing soooo much extra work for my team continuously. I have to keep reminding my team to update the Post Date to avoid so much headache and changes in prior months, but still...it keeps coming up, because the system defaults it that way. So much work and extra time could be saved if they would just fix this.
This should be a priority item for Blackbaud. It is so time consuming to have to manually fix the post date from the defaulted invoice date to today's date.
This used to work fine in the Database view. This option should be available in the NXT view as well. The lack of this option is causing unnecessary errors. Please add it!
Like in database view, there should be options to set the default Post Date. We have to manually change the post date for every invoice entry and it's not efficient and prone to errors.
This is one thing that needs to be carried over to NXT from database- post date needs to default to current date-NOT INVOICE DATE. This change needs to be a PRIORITY!!!!!!
I just got off the phone with a customer service rep to see how I could make the day of entering the invoice the default date and he said that wasn't an option. I honestly could not believe it, I've been working as a Controller/CFO for over 20 years now and never seen this type of flaw. We are spending so much money on a system that's supposed to make our life easier; there should never be this type of flaw in the system that can easily affect prior financial statements that have already been closed. Now I have to manually adjust and explain the off balances in my AP to our auditor because of this flaw.
This is a serious flaw in the Accounts Payable software resulting in invoices being posted to prior periods or else needs to be fixed manually. This needs to be a priority to get fixed.