Recently AP Transaction Entry updated their program to include an option under Tasks to 'Move Unposted Transactions to Open Month' allowing us to easily move a batch to the correct month if entered in the incorrect batch month. We are in the process of implementing AP Unapproved Invoice Entry and would like this option added to this program as well.
Guest
| Company | AZCO INC |
| Job Title / Role | Staff Accountant |
| I need it... | 1 month |
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Moving GL Journal entries is another matter - if posted to an incorrect month, they would need to be pulled back into a batch in that month (assuming it is still open) and deleted, then re-entered and posted into the correct month from another batch.
This should be entered as its own suggestion so as not to confuse votes and comments. Please provide an estimate of the # of entries and frequency at which this occurs.
Unposted AP unapproved invoices at month end is common. You are not prevented from closing the current month and the system will you to post them into a later/open month once review and approval is complete.
See the article on ClearView 'How do Unapproved Invoices affect Month End Closing?'
Would like to see expanded for GL Journal Entries as well