Default period to post

  • 10 February 2021
  • 1 reply

Userlevel 1

I am looking to set the default period to post on transaction screens (journal entries, AP Bills, A/R invoice etc) to be the last open period for the corresponding module.  Currently when a user enters a bill, the default period to post will be based on the date of the transaction.  An example might be that the oldest open period is period 1 and a user keys an invoice with a date of 2/1.  The default would be the period to post defaulting to period 2.  The goal is to have the period to post automatically default to period 1 since it is the oldest open period.  Any idea on how to do this without a customization?

1 reply

Userlevel 3
Badge +1



Have you gotten anywhere with this question.  I have the same issue here.  Many times at the end of a period the invoice date will be in the next period and the activity was in the prior period but it defaults to the posting date which leads to user errors almost every month that require a lot of work to cleanup.




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