When booking your project postings, sometimes they aren’t within the open accounting period. It is not recommend to re-open a closed period, so to complete the posting, you can follow these steps.
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CHANGING THE POSTING DATE
Go to Finance & Administration > Project postings
In this example we will change the posting date on a creditor invoice from Facebook.
Click on the creditor invoices line and then go to the bottom half of the screen where you’ll see an icon that looks like a calendar.
Once clicked, you’ll see another icon with a table and ‘31’ on it:
Edit post date
From post date - this is the date of the first transaction within the period you want to change
To post date - the final date in the period
Update posting date to - the date within the current open accounting period
In this example we can make the ‘from’ and ‘to’ dates 22/08/2023 and update the posting date to 30/11/2023
Now you can see the posting date has been updated:
If there are multiple entries within the period, you can select a multiple months in your ‘from’ and ‘to’ selections
The posting date can be edited on all project postings except for WIP adjustments.