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Acumatica save the date of the release button from ar invoices?

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Does Acumatica save the release date of AR invoices when using the "Release" button?

In Acumatica, the "Save Date of Release" button for AR invoices is a feature that allows users to record the date when an accounts receivable (AR) invoice is officially released. This date can be crucial for tracking the invoicing process and ensuring accurate financial reporting. By saving the release date, businesses can maintain a precise record of when each invoice was finalized and sent out, aiding in compliance and financial audits. This feature helps streamline the invoicing workflow and ensures that all invoices are processed and recorded in a timely manner.

Best answer by Laura02

Hello,

By default, Acumatica Records the Created Date and Last Modified Date for every record.

When Automatically Post Upon Release is selected in various Preferences screens, Last Updated Date = Release Date = Post Date.  When Automatically Post Upon Release is not selected, then Last Modified Date = Post Date (for transactions with Posted status) and could be different from Released Date.

If you need to track when a transaction is RELEASED separately from when it is POSTED, consider using Acumatica’s Audit features to track changes to the status of transactions and batches.

 

Laura

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Laura02
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  • August 6, 2024

Hello,

By default, Acumatica Records the Created Date and Last Modified Date for every record.

When Automatically Post Upon Release is selected in various Preferences screens, Last Updated Date = Release Date = Post Date.  When Automatically Post Upon Release is not selected, then Last Modified Date = Post Date (for transactions with Posted status) and could be different from Released Date.

If you need to track when a transaction is RELEASED separately from when it is POSTED, consider using Acumatica’s Audit features to track changes to the status of transactions and batches.

 

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
Chris Hackett
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    Chris Hackett
darylbowman
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edgarrodriguez23 wrote:

In Acumatica, the "Save Date of Release" button for AR invoices is a feature that allows users to record the date when an accounts receivable (AR) invoice is officially released. This date can be crucial for tracking the invoicing process and ensuring accurate financial reporting. By saving the release date, businesses can maintain a precise record of when each invoice was finalized and sent out, aiding in compliance and financial audits. This feature helps streamline the invoicing workflow and ensures that all invoices are processed and recorded in a timely manner.

@edgarrodriguez23, where is this from? Is this a question?

Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman

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