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Apprentice
Posted
Hi, I posted in a different topic but no one seems to be answering. Just wondering if anyone has any clues as to whether I've done something wrong.

"I've noticed that the invoice date displayed in any report you generate is the actual date you created the invoice, not the date that you specify as 'invoice sent'.

i.e. I'm backdating all my invoices for the last financial year into billings, yet the reports generated are incorrect.

Just wondering if this is normal behavior? Or have I done something incorrect.

The correct date (that I've specified myself) is displaying correctly in any of the 'Account Status' Screens. just not in the reports."
 
Posts: 2 | Registered: March 01, 2007Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
Josh I am in the process of back dating my invoices. I also experienced the problem with the reports. The way to get round the problem is to go in to the report design template and create a new invoice report template.

Replace the "invoice create date" with "invoice date" using the field selection on the right. Save the new report template. Now when you create your invoices make sure the invoice date is the date the invoice was sent. This should be reflected in your new report. When you select the range you will still have to choose date range to include the day you created the invoice in billings.

I hope this helps.

This message has been edited. Last edited by: ChrisCam,
 
Posts: 1 | Location: South Africa | Registered: March 06, 2007Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
Hi,

I tried to create a new report as suggested. I want to create a report on income in a tax year so started with the payments received report, only I want to show the actual payment dates (not the dates they were entered on). Tried going into the template editor and replacing creatDate with date on the Edit Dynamic Text dialogue for both the payment slip date and the invoice date. Now when I generate the report I get error messages complaining that they are not valid fields and some remark about key value coding.

This is the suspect path:

enclosingTableRow.data.object.date

What should I use instead?
 
Posts: 4 | Location: Canberra, Australia | Registered: March 18, 2007Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
I am having the same trouble as are many others on the forums. Any solution for this yet?

http://forums.marketcircle.com/eve/forums?a=tpc&s=14210...441081835#7441081835
 
Posts: 9 | Registered: May 12, 2008Reply With QuoteEdit or Delete MessageReport This Post
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