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End of financial year
Add an Invoice Date to a Transaction
Add an Invoice Date to a Transaction
You can now add an invoice date to your completed transactions to allocate the correct financial year
Support Team avatar
Written by Support Team
Updated over a week ago

When you are completing your End of Financial Year reporting you might want to add an invoice date to a Transaction that has already been coded and completed, to ensure that the transaction is allocated to the correct financial year. This will be for any transactions that do not have a corresponding invoice.

There is a simple process to do this:

Go into your Actuals Screen and click into the Completed tab. Select the Transactions view for the lines.

Locate the transaction you require and select the three menu dots to the right of the transaction line. Click into these and select the Add invoice date option.

You will be prompted to add the relevant invoice date which will be saved with that Transaction for accurate financial reporting. Click to Apply your changes.

Click here to learn more about End of Financial Year process by watching this short tutorial

Learn more about End of Financial Year transactions here.

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