Invoices entered in closed period

Joseph Dahlbacka
Joseph Dahlbacka
Third Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Does anyone know how to set a rule that will prevent invoices from being entered in closed period. We have found that AP can still enter invoices after a period is closed.

Comments

  • Kayla Euler
    Kayla Euler
    Sixth Anniversary Name Dropper Facilitator 1

    @Joseph Dahlbacka I can set an invoice date to a closed period but I have gotten an error message if I set the post date to a closed period

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Joseph Dahlbacka
    You can soft close any period in any fiscal year. If someone tries to enter anything in that period, ie an invoice, then fe gives them a message when trying to post, etc that the period is closed and they'd have to change the post date, or someone with rights would have to reopen the period. This should help prevent backdating post dates ( or future dating them if future periods were previously open).

  • Earl Richards
    Earl Richards
    Ninth Anniversary Name Dropper Facilitator 1

    @Kevin Brazell I know this is an old discussion, but I am wondering if you have found this to be the case with NXT? Now that AP is no longer accessible in database view, we are finding that you can in fact enter an invoice with a posting date in a closed period. I came here to see if there was a setting in NXT we missed that would prevent this.

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