Get rid of the Posting Period tab-have all entries go by the date entered. It's very annoying to have to change it all the time!
Everyone that works with Sage would save time.
by: Kathy D. | over a year ago | Other
Completed
42
Posting Period
by: Kathy D. | over a year ago | Other
Comments
Is anyone at SAGE looking at these requests?
Posting Period creates HUGE inconveniences for us.
By DATE would eliminate many posting errors, allow more flexibility in reporting and ACCURACY, and save TIME
I don't understand this request. If you enter a June expense, invoiced by the vendor in late July, and entered in Sage in August.....you need a Posting Period.
Agree with Gary . Yuu need separate posting periods in order to maintain the original invoice date, but post to the period in which it was received.
I think the best solution would be to have a "default" posting period that corresponds with a date. However, if you wish to have a posting period that does not correspond with a date, you should have the option to choose.
Separate posting periods is a necessity. They system already defaults to whatever the posting period is once you update it through 1-6 Period/Fiscal Year Management
There should always be a posting vs transaction date
I agree with Gary and Lindsay. I just installed v23.1.221.0 and I HATE that the accounting period changes to match the invoice date. If someone sent me an invoice in August that was dated in January, I'm not posting it back to January. Sometimes I've already sent financial reports to banks and bonding companies (which is what happened this month) and I don't want people posting to closed periods and changing those figures.
Now, with the new update, I have to actually lock the previous posting period, even though there are still several accounting entries that I have to make and if something needs to be voided and re-entered, I have to unlock the period so they can fix their mistake, then I have to go back and re-lock it. What a PAIN. It was SO MUCH BETTER before this update.
Maybe you could do something in 1-8 GL Setup to allow users to choose which method they want to use as their default.
Delivered in version# 23.2.