Ensure invoices post to the correct open posting period in Sage 200

A posting period is a period of time allocated to process invoices. You can configure specific posting period settings to ensure your invoices post to the correct open posting period in Sage 200.

Here's how.

1. Adjust the posting date behaviour setting

The Posting date behaviour setting determines how iCompleat handles invoices containing a posting date that falls within a closed posting period.

The options are:

• No adjustment 
• Force to next open period (Invoices will be posted on the first date of the current posting period)
• Force to current period (Invoices will be posted on the first date of the next available posting period. For example, if you do this in January and the posting period for December is still open, invoices will post with the date of December 1st)

To adjust the Posting date behaviour setting, follow the steps below.

If you only want this setting to apply for one invoice on a single occasion only, simply change the behaviour setting back to its original configuration after you've carried out other steps in iCompleat to get the invoice posted.

1. On the homepage, click Configuration.
2. Click Company.
3. Go to Behaviour Settings.
4. Find Posting date, and click Change.
5. Select one of the actions from the drop-down, and click Save.

6. iCompleat now knows what action to take when an approved invoice contains a posting date that falls within a closed posting period.

2. Configure the posting date layout field

In your iCompleat invoice layouts, you can configure a Posting Date field to appear on invoices. This is an editable field that AP operators can edit if necessary when they're processing an invoice.

You can choose one of the following settings for the Posting date field:

• At Header level
• Off
• Optional or mandatory

This setting works in partnership with the Posting date behaviour setting. AP operators can edit the posting date field on invoice headers so that they'll post to Sage 200 according to the Posting date behaviour setting your company has in place.

To configure the Posting date layout field, follow the steps below.

1. On the homepage, click Configuration.
2. Click Layouts.
3. Select the invoice layout you'd like to configure the Posting date field for.
4. Go to the Field Configuration tab.
5. Next to the Posting date field, select a setting from the drop-down.
6. Turn the toggle on to make the Posting date field mandatory on the layout. Leave it off to make the Posting date field optional.
7. Click Save Layout.

8. You've configured if and where the Posting date field appears on invoices posted to Sage 200.

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