Credit Notes - Select a date for credit note allocation
When allocating a credit note, either an invoice or bill, be able to set a date for the application, rather than defaulting to the date the credit note was created as it will fail occasionally when using lock dates.
Connor Olsen
shared this idea
Thank you for sharing your suggestion for setting a specific allocation date for credit notes against invoices or bills. This would provide a smooth solution for linking invoices and credit notes across different financial years after lock dates have been set.
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Danielle Commandeur
commented
This is due to FYE, if a credit note is applied in the previous FYE it affects all the year end numbers and therefore, the credit needs to be able to be applied on the date the credit is taken so that the year end reports do not change. Right now, I need to open my FYE to allow changes but that's going to mess up my numbers with my accountant and make future reporting incorrect.