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Banking & chart of accounts: Chart of Accounts

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Lock dates - Ability to edit reference of an invoice in a locked period

Sales Invoices - Ability to edit a purchase order number on approved/sent invoices when accounts period is locked.

Purpose - ease to amend non financial adjusting information.

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Beverley Dowsett shared this idea  ·   ·  Report…  ·  Admin →
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  • Andy Brewood commented  ·   ·  Report

    As we have to report our accounts monthly, we work under a system where the dates are locked every single month, from the middle of the following month.. This is incredibly restrictive when it comes to editing invoices.

    We need the ability to edit invoice branding after a lock period, as we often have to reprint invoices with a different branding.. or change the branding to change the payment method.

    It would also be really helpful to be able to change tracking categories, as that doesn't affect financial information, but would allow us to fill in missing tracking information.

  • Teresa Blankley commented  ·   ·  Report

    Couldn't agree more, it is so frustrating that we have to unlock the period just to add a PO number or something little like that, would make life a lot easier and quicker just to be able to add/amend the body of the invoice

  • Sue Randle commented  ·   ·  Report

    Totally agree! We have been vocalising this in the office for over two years! Totally unnecessary use of time, having to open/close periods, as it stands we have to wait for adjustments, giving customers more time to pay and increasing debtor days & cash flow! Please sort asap!

  • Alyna Abellanosa commented  ·   ·  Report

    It’s frustrating and inefficient to force users into this workaround for what are clearly non-financial adjustments. Allowing edits to invoice references and PO numbers without reopening locked periods would maintain data integrity while significantly improving usability and workflow efficiency.

  • charlotte callanan commented  ·   ·  Report

    This has been on here for 2 years??? Really!!!. such an essential part of the system to ensure reduced admin and errors of posting in closed period's because we keep having to open and close them constantly! please correct this so it works properly

  • Sharon Sparano commented  ·   ·  Report

    We sometimes have to add Purchase orders change dates after the invoice has been raised, not being able to just edit and amend during the working day going back in time as we could do this in SAGE50

  • Teresa Blankley commented  ·   ·  Report

    We provide social events so its inevitable that changes will occur and not being able to amend dates in the description, when the date is locked, is ridiculous, I can understand not being able to amend dates or values but you should be able to amend the description

  • Sheila Mann commented  ·   ·  Report

    By not being able to add a customer p/o number to a sales invoice prolongs customer payments affecting our cash flow

  • Sue Green commented  ·   ·  Report

    Totally agree Reference and Detail please