There should be an option in the settings to have the posting period default to the transaction date. It creates a lot of problems with people forget to change the period. The reminder feature is OK, but a default would be better.

by: Jeffrey C. | over a year ago | Other

Comments

• Anyone at SAGE ever looking at these requests?
  PERIOD driven creates HUGE inconveniences for some users...why not make it more USER FRIENDLY and give user the option to choose? PERIOD or DATE.

  by: valentina m. | over a year ago

• Agree, this is not a blanket request that will fit all users. I do NOT want the date to be the driving force of the posting period. There are times that the period and the date will not match and that is ok and how it should be. Once we have closed a period, we should not be able to post back to it. Big accounting no-no!! Not to say that we may have invoices that come in after a period has been closed, but still want to reflect the original invoice date. Need posting period and transaction dates to be independent of each other. But would be nice for AR, AP, and GL periods to all be locked/advanced separately.

  by: Lindsay P. | over a year ago

• Delivered in version# 23.2.

  by: Steven P. | over a year ago