Feature Requests

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Make invoice date the date when automatic payments from trust are applied

Currently when I select the date to use for the date of my invoices and have the setting for Automatically Pay Invoices From Trust turned on, the allocations are made as of the date I send the invoices rather than the date of the invoice. For example, my invoices are dated 1/31/2022, but the payment from trust was applied for all of my clients on 2/3/2022, the date I sent out my invoices. This makes it very difficult to run a report knowing how much money to transfer from my trust account to my operating account (I date my invoices the last day of the month so I can select a start date of the first of the month and a through date of the last date of the month so I make sure to capture all of the transfers during the month).

  • Heather Thone
  • Feb 5 2022
How often would you use this request?

Every billing cycle/monthly.

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