Implement Accounting Periods
Implement accounting periods rather than running from transaction dates. We have to close the period for management accounts by day 7 but there will be supplier invoices or expenses appearing after that date. Currently we have to manually amend the date on posting to be the first date of the open period. If accounting periods were implemented, we would be able to allow a late transaction through in the current open period rather than amending the transaction date.
Dean Phillips
shared this idea
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
-
Rachel York
commented
Hi there, there's another thread that supports this request, which would be worth referring to because it has lots of votes and extra comments. Thanks!