How can we keep the post date to be the actual day of entering an invoice? May 17 entering invoices, so post date would be May 17. On May 18th while entering invoices, the post date should be May 18th. etc. The post date should NOT be the date of an

Suzanne Procaccino

Please advise.

Kevin Brazell

@Suzanne Procaccino
first you need to check the GL business rules under transaction, make sure then that the rule that says transaction date and post date must be the same. If this is on, then the post date is whatever the invoice date is. Next , I'd check all AP user's settings in DB view : AP>Tools>Options. Go to records tab and check the invoice line. YOu can set the post date default to be “Today” , so it defaults to TOday/ current date you're doing the invoice.

JoAnne Thielen

@Kevin Brazell it has been my experience that this works in database view, but in web view the post date will default to the invoice date and there are no default set up options. We have to manually key the post date and verify in our validation report that all post dates are keyed as “today”.

Arturo Sayco

@Suzanne Procaccino
The invoice date in FE is when you recognize expense and the related liability (payable). So technically the post date should be the same as invoice date. This matters especially at the end of your fiscal/calendar period where you would want your expenses incurred during the fiscal period get posted in the same year. Hope this helps.

Suzanne Procaccino

@Arturo Sayco
Thank you, Arturo

Suzanne Procaccino

@JoAnne Thielen

Suzanne Procaccino

@JoAnne Thielen
Thank you, JoAnne. Seems I'm not alone in this.

Katie Lindemann

@Suzanne Procaccino
Have we seen any answer on this. I know it can be changed in database view but cannot find how to change it in NXT.