Difference between revisions of "Appendix: Period Calculation"
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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. <br/> | 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. <br/> | ||
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: | 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: | ||
Revision as of 17:11, 22 November 2018
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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:
