I just tested out the new feature, however, it appears the batch month is hard-coded to match the month of the invoice date, which will never work with invoices at very end of month or very beginning, depending on which month we're in or which ones have been closed.
As in Vista, we choose the Batch Month as the very first step for every transaction, so we need this to be a field we fill in IE Batch Name, Batch Month Date, Company.
Once it hits Vista's AP Unapproved Entry, it can't be changed.
Mercedes Green
| Company | SKYGRiD Construction Inc. |
| Job Title / Role | Director, IT |
| I need it... | Yesterday...Come on already |
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Thanks for raising this - we had to release the feature this way due to some limitations with out Vista integration, but it's the next thing we'll work on after fixing the Vendor defaults.
This is causing problems for my company as well. The current work around solution paired with all the other problems with automatic invoicing so far is so terrible that I will not be using automatic invoicing for part of the month to avoid this issue along with the others. (Becomes way too timely of a process)
To get an understanding on how serious the issue is for us, we have 2233 invoices in Q1 alone (January to March 2022) where the batch month is not the same as the invoice date.