Appendix: Period Calculation

This is only available for environments starting from version 2018.11!

When a document enters the archive from an external source (BilltoBox for example), you're mostly not given the choice of what to fill in for the period field. This means that those documents will enter the archive with an empty period.
To make your life a little bit easier, there's an option to automatically fill in a calculated period. This option contains of some different values to choose from:

• First open period
• Invoice date or empty
• Invoice date or most recent open period
• Invoice date or oldest open period
• Most recent open period

1 Meaning of the different values

1.1 First open period

We take all open periods into account here. The period that’s the oldest open one, so the one that’s the furthest in the past will be entered. If none is found, this means there are no open periods, so the period field will be left empty.

1.2 Invoice date or empty

We’ll define the period to enter based on the invoice date found on the invoice. If no invoice date could be found or no active period for the invoice date could be found, we’ll leave the period field empty.

This is the default value.

This value will be used, even if you didn't choose any of these options for the period calculation.

1.3 Invoice date or most recent open period

We’ll define the period to enter based on the invoice date found on the invoice. If no invoice date could be found or no active period for the invoice date could be found, we’ll enter the open period that’s closest to the date of today.

1.4 Invoice date or oldest open period

We’ll define the period to enter based on the invoice date found on the invoice. If no invoice date could be found or no active period for the invoice date could be found, we’ll enter the open period that’s the furthest in the past.

1.5 Most recent open period

We take all open periods into account here. We’ll define the period to enter based on the date of today, we’ll take the open period that’s closest to the date of today. If none is found, we will leave the period field empty because this means there are not open periods.