Configuring the Invoice Date

Owned by Jing Tong (Unlicensed)
Last updated: Jul 31, 2020 by Anastasiya Dashuk (Unlicensed)
2 min read

The Invoice Date configuration disallows service providers from generating invoices a set number of days older than or greater than the Posting Date. There are two controls:

  • Can not be older than [X] days from Posting Date: For example, if the posting date is June 30, 2016, you can specify that the invoice date cannot be earlier than June 15. In that case, you will enter 15 in the text box.
  • Can not have a Future Date greater than [X] days from Posting Date: For example, if today is June 30, you can specify that the invoice date cannot be any date past July 7. In that case, you will enter 7 in the text box. Do not select this option if you do not wish to put a date limit on a vendor submitting invoices with dates in the future.

Invoice dates example

Due to time zones and template processing, zero (0) values are not allowed.

⦿ How to Configure the Invoice Date
  1. Under the Invoice Date section, check the desired box(es) to set your desired date range for invoices and enter the desired number of days in the text field.
    • CAN NOT be OLDER THAN [X] days from Posting Date: Select this option to limit the number of days that a vendor can generate an invoice for a date in the past.
    • CAN NOT have a Future Date GREATER THAN [X] days from Posting Date: Select this option to limit the number of days that a vendor can generate an invoice for a date in the future.
  2. Click Save. A green dialog box appears as confirmation of your changes.
⦿ How to Remove the Invoice Date Configuration
  1. Under the Invoice Date section, uncheck the desired box(es). The days entered in the field will disappear.
  2. Click Save. A green dialog box appears as confirmation of your changes.

In this Article

Related Articles