Skip to content
English
Sign in
  • There are no suggestions because the search field is empty.

Approval Validation On Accounting Month and Date

This guide explains how to enforce matching between a transaction’s date and its accounting month.

For example – if you don’t want to allow a supplier invoice dated May 31, 2018 to any accounting month other than May 2018, then switching that option on will prevent it – when approving the supplier invoice (or any other accounting transaction such as journals.

For Receipts, Payments, Production Invoices etc. the system will check the relationship between the transaction date and the accounting year/month – if they do not match, approval will be blocked until either the date or accounting month of the transaction is changed so that they are in sync.

Step by Step Guide:

Click Next to move through the walkthrough. Use Zoom to adjust the view. Select the expand icon to view all instructions on one page.