Ability to change the default post date to "check date" in FE, under the payments/credits tab of an AP invoice.
If it was possible to change the default post date to the check date in the Financial Edge, especially when using a manual check, it would minimize the chance for payment posting date error, because you wouldn't have to choose from the drop down menu or enter a specific date. We always use the check date as the posting date for payments. I am talking about under the payment/credits tab of an AP invoice.
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Guest
- May 31 2018
- Needs review
Related ideas
example
Bank adjustments allows us to pick the default dates for transaction date and post date. Really wish they would do the same for recording bank drafts. We post our drafts once a month. Really annoying when it defaults to today's date and we manually need to change the date in two places. Lost count of the number of voided checks required to fix draft and manual check dates. In a perfect world I would prefer the payment date to be blank and the post date to default to payment date. At this point, I would be happy with post date defaulting to payment date so I only had to change one date.
This was suggested in May of 2018 and Blackbaud still hasn't changed this? Come on. Why would the payment date ever be different than the posting date?