Overview:
The Auto-Update feature in ProcureDesk automatically shifts the posting date of pending invoices to the first day of the next open month if the current month is locked. This helps ensure that transactions are only recorded within open periods, maintaining accuracy and compliance.
Prerequisites
Admin access in ProcureDesk.
Month-End Lock setting is already enabled. Learn how to enable Month-End Lock here.
Step-by-Step Instructions
Switch to the Admin Side
Log into ProcureDesk and switch to the Admin side to access configuration settings.
Enable Auto-Update of Pending Invoice Date
Go to Configurations > Company Settings and, under the Invoice section, locate Auto-Update Pending Invoice Date to Next Open Month.
Click to enable this feature. Once activated, the system will automatically adjust the posting dates of pending invoices to the next available open month if the current month is locked.
Verify the Auto-Update on the Standard Side
Go to the standard user side in ProcureDesk.
Access any invoice with a status of Pending Approval, Matching Issue, or Pending Review.
If the current month is locked, the posting date of these invoices will automatically update to the first date of the next open month upon refresh.
In the Audit Trail, you’ll see a message noting that the system has updated the posting date due to the current month being closed.
FAQs
Can I enable Auto-Update without Month-End Lock?
No, Month-End Lock must be enabled before activating the Auto-Update feature.
Will this feature affect invoices already approved?
No, only pending invoices with specific statuses (Pending Approval, Matching Issue, Pending Review) will be affected.
For additional questions, please reach out to support.