Book a purchase invoice or a sales invoice from a previous year

MJA Updated by MJA

1. Adjust a ref./servial number temporarily

If you have set reference numbers with a code in it (a complete year {YYYY}, or a part {YY}, then the current year is automatically adopted when creating financial documents. With a code IF.YY.9999 the code is in 2024 will be: IF.24.1234 and this number will automatically become IF.25.1235 in the following year.

For more information about the use of codes in reference numbers click here.

You can (temporarily) adjust the reference number of purchase and sales invoices in the 'ref. number info' widget of the reference numbers module.

Suppose you want to create purchase invoices in the previous year(2024), then you can set the reference number with the previous year for a short period. Where YY is stated in the settings, you replace this with 24, for example, or where YY is stated, you replace it with 24. All purchase invoices that you create from that moment on will then have this year in the number.

Once you have finished booking in the previous year, you can set the numbering back to IF.{YY} or IF.{YYYY}. You can also set the numbering (last used number field) to 0, so that new documents start counting with 0 again in the new year.

1.1 Alternative:

Suppose you receive an invoice on January 18, and you would like this invoice to have a 2024 ref. number. Then you can also set the serial number to 'free entry', then create the invoice, and manually enter the invoice number. Do not forget to reset the ref.nr. to the correct setting again afterwards. You can do this at the field 'generate on'.

2. Adjust the period for booking to Twinfield

When booking the purchase or sales invoice to Twinfield, you may also have to adjust the booking period. You can do this in the detail widget of the invoice. See the print screen below. The period must of course still be open in Twinfield.

How did we do?

Indicate goods that will no longer be received

Purchasing for multiple projects and/or sales orders on one purchase order

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