How to prompt for posting date when posting an invoice

In TSS XP, there are a few options and settings to consider when trying to allow an invoice to be posted for a prior date

App Settings → Invoicing Section

There are two key options to review:

1. Prompt for Invoice Date when Posting

• Purpose: Adds a prompt during invoice posting to manually enter the invoice date.

• Recommendation:

• Leave off for streamlined posting.

• Turn on only when you need to backdate a few invoices.

2. Max Allowed Days

• Purpose: Defines how many days in the past you can post an invoice.

• Example:

• If set to 10, you can post invoices dated up to 10 days prior to today.

• Recommendation:

• Adjust based on operational needs or accounting policies.

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