Sage50 Lock Date Override?
Quote from Catrin on March 16, 2023, 8:42 amGood morning,
We use lock dates to close down quarterly results in Sage50.
Our Zahara sync cannot post an invoice to Sage if it is dated prior to the Sage lock date.
We can manually upload the invoice and mark as posted in Zahara.
However, seeing that other Full Users in Sage can override lock dates, it would be useful if Zahara had this option, too, as a Full Access User within Sage50,
Thanks for considering
Good morning,
We use lock dates to close down quarterly results in Sage50.
Our Zahara sync cannot post an invoice to Sage if it is dated prior to the Sage lock date.
We can manually upload the invoice and mark as posted in Zahara.
However, seeing that other Full Users in Sage can override lock dates, it would be useful if Zahara had this option, too, as a Full Access User within Sage50,
Thanks for considering
Quote from Nick Hedley-Harper on March 16, 2023, 8:47 amHi Catrin,
Thanks for your post.
Zahara already had a feature to help with this. The feature is called "Month End Cut Off Dates." It has several settings around automatically updating the invoice date to allow it to be posted.
Have a read of this help article https://www.zaharasoftware.com/help_post/month-end-cut-offs/ for more information.
Hope this helps
Kind Regards
Nick
Hi Catrin,
Thanks for your post.
Zahara already had a feature to help with this. The feature is called "Month End Cut Off Dates." It has several settings around automatically updating the invoice date to allow it to be posted.
Have a read of this help article https://www.zaharasoftware.com/help_post/month-end-cut-offs/ for more information.
Hope this helps
Kind Regards
Nick