Invioce Dates

[mistymartin]

Would be nice if the date the routing slip was created also defaulted to the invoice date!

[KizerOpt]

Wouldn't the routing slip reflect the date IT was created? The invoice generally comes after, so it will reflect when the routing slip is pulled in. It can be edited to change the date after it's saved. Not sure why you would want it the other way around. Can you explain in more detail?

Karen

[mistymartin]

The routing slip should use the date it was created. Sometime I do not get to the billing side for a couple days after so it defaults the date of the invoice to the date I am creating it. It needs to be the same date the routing slip was created so the DOS is correct when billing. Does this help?

[KizerOpt]

yes, I have seen that happen. And I agree with you. Sorry I was slow to catch on. It would make sense if we could at least edit the date when making the invoice instead of having to save, then edit.

Karen

[mdeyedoc]

Mar 23, 2016 12:26:31 GMT -6 KizerOpt said:

yes, I have seen that happen. And I agree with you. Sorry I was slow to catch on. It would make sense if we could at least edit the date when making the invoice instead of having to save, then edit.

Karen

I was going through old posts looking for comments on invoices and ran across this. I can see where editing the sate in the invoice would be convenient but I'm also wondering if this could be an accounting and/or security problem. If the date is changed, past reports will be incorrect. I know we can change the dates now so that would still be a problem but does the requirement to go to some extra effort to change the date help minimize problems while also logging that a change was made and when?

Marcia