Situation: When we start a new month (usually the 1st to 4th of a month), sometimes we absent-mindedly accept the default posting date and don't realize it until we print some reports. In order to change the posting date, we have to delete the transaction, re-enter the transaction and modify the posting date manually.
Solution: I would like to have a window where I can pull up the transaction and then simply change the posting date. All the regular rules apply, if the month is closed, I have to go open it, or whatever else is going on. The form will not let me change the vendor/sub, the document date, the amount, nothing. Just the posting date. This would apply to Invoices, subcontracts, change orders, anything that has a posting date in either AP, AR, PM, SL, JC, CM, (any other modules?).
Joe Hacking
| Company | Satterfield & Pontikes Construction |
| Job Title / Role | Database Manager |
| I need it... | 1 month |
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Thanks, this is very helpful
Jaime - this is not intended to be a Support forum, but since you asked - the options to move/copy a batch of invoices to another month appear under Tasks (drop down items at the top of the AP Transaction Entry form)
Gary, how do you do it? I don't see the option when I bring an invoice back in.
ARRRGHH indeed - re-keying invoices is a lot of work. Did you know the 6.14 release (June 2017) added the ability to change the expense month on either posted or unposted AP invoices w/o having to manually remove and repost each transaction. Check out 6.14 release notes on Clearview and/or updated user help for details.
Yes, this would be very helpful. We were just talking about this the other day.
I can answer that question!!! My AP clerk came in today and started a new batch and got about 10 invoices input with scanning - utilizing a good amount of time - and realized her batch month was September because today is September, but she is working on August Invoices. ARRRGHHHH - it seems maybe minor to you but then compound it by the fact that she did this on Tuesday and Wednesday as well. It would be very nice to be able to change the batch month at that point and correct it.
Can you provide a bit more detail on this. Why are you needing to make this change?