Date
Votes
8 comments
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Shannon Mathews sorry hit enter and it submitted prior to finishing the request. Title should be
Bulk update Invoice Date to Today Prior to confirmation
I would love the bulk post process to also change the date of all the invoices to todays date.
We can't bulk post invoices as it usually takes 2-3 days from the date of creation to confirmation (but can sometimes be 20-30 days in process). We charge interest if the invoice is not paid within 30 days of the invoice date and we do not want the clock to start until we send the invoice to the client.
Currently the invoice processing team is manually opening each approved invoice, updating the invoice to todays date then confirming.
This means the bulk confirm process does not work for us (but we so want to use it!!!). So I would love to have a way to bulk update dates prior to confirming.
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Michelle Harris This is not planned.
There are many complications with this regarding foreign currency bills, tax rates etc that will make this too complicated
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Stacy Mendenhall Hi Michelle - I understand Shannon is talking about changing it at the Bulk Post timing, but at last year's conference, we asked about having the invoice date being the date it was confirmed rather than the date it was drafted. Is this going to be included in V9.7 or another version? A lot of people raised their hands about wanting that capability. That would also get Shannon's date a little closer to posting date as well.
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Shannon Mathews Stacy what you said is just a much cleaner explanation of what my request was intending to get to. I just want the confirm date to the be the date of the invoice not the draft date.
We actually had a customization installed to do this for us. However as it is a customization, it isn't as smooth as having it be part of the default program.
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Michelle Harris This has been discussed but as mentioned above it brings a raft of complications to foreign currency bills, Tax rates and other elements that would make it too complicated.
This is not in 9.7 and is not planned for a future release.
Sorry
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Michelle Harris Further thought has been given to this about how we can do it without affecting bills that include foreign currency or Tax rate changes.
We will look to add an Organisation billing setting to allow the redating of bills when confirmed as long as there are no exhange rate or tax rate changes. If the system identifies any currency rate or tax rate changes a message will be displayed on the confirmation dialog indicating why.
This will be planned for 9.8
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Stacy Mendenhall Thanks Michelle!
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Michelle Harris This has been completed and will be available when 9.8 is released
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