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
- No Status
Related ideas
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.