How to add an invoice date to a completed transaction

Why add an invoice date?

When completing your End of Financial Year reporting, you may need to add an invoice date to a transaction that has already been coded and completed. This is especially important for transactions that do not have a corresponding invoice, as it ensures accurate financial reporting.

Steps to add an invoice date

• Go to Actuals > Completed.
• Select the Transactions view to display the list of completed transactions.

• Locate the required transaction and click the three dots on the right-hand side of the transaction line.
• Select Add Invoice Date from the menu.

• Enter the relevant invoice date and click Apply.

TIP: Adding the correct invoice date helps maintain accurate financial reporting and ensures transactions are allocated to the appropriate financial year.