| Common Issue – Post Dated Transactions We have often seen this issue where users are posting future dated transactions but using the wrong posting date (eg. creating rent invoices/cheques for December but posting them in July). Using different dates (invoice dates and posting dates) will affect Sage reporting. To avoid the confusion, ensure that an invoice created in a particular month, is also updated in the same month. The easiest way to handle this is to create a separate batch for each invoice and update each batch in the correct month. For example, create a batch (call it Aug) and create all invoices dated August in that batch. When you are ready to post, select the batch Aug and make sure to use a posting date in August. Repeat the same steps for the other months. When you create and post cheques, use the same methodology (create a cheque in July, post the cheque in July). This will ensure that AR/AP Trial Balance and the AR/AP Aged Invoice report will always balance and be in sync. |
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Dates in Sage 100
