Invoice dates in closed periods

Valerie Patrick

We currently use expense management and have several users who submit invoices. When the invoice is entered, say with a post date of January, and sometime during the approval process we close the month of January, expense management requires the invoice go all the way to the end approver, they get an error message “invalid post date” and it has to be rejected all the way back to the submitter to be changed. Is there any way to get around this?

Kevin Brazell

@Valerie Patrick
Really the only option is to plan ahead if the approval may not happen before you soft close the period, or plan to not soft close the period till all the transactions that may post to that period be approved and posted. Each one is more of a workflow decision to decide internally on how you'd like to handle it but the message about invalid post date would apply to anything in FE using a soft closed post date not just expense management.

Rick Straub

@Kevin Brazell
Is there a timeline when Blackbaud will add a field in Exp Mgt…? Need to have Invoice date AND a post date. Currently Exp Mgt just has one field for both and when the period is closed… user cant actually enter the correct invoice date.