Skip to main content

Does a saved report change if invoices come in afterwards?

No. A saved report is locked. Invoices registered after the forecast date are not included, even if the posting period is back in the reported month.

No. A saved report is locked, and the figures do not change no matter what happens later. AIMZ looks at which invoices existed on the report's forecast date and includes those that belong to the posting period. An invoice registered later, even with a posting period back in the reported month, is not included.

Example

You create the May report on 5 June. On 10 June an invoice arrives that is posted in May. The May report still shows the figures as they were on 5 June. The invoice is included in the next report, and in the live figures in AIMZ.

Why does it work this way?

It is a deliberate principle, so that reported figures stand. What you have reported to management or the client should not change afterwards.

If you need updated figures for the period

  1. Go to Report.

  2. Create a new report with the same posting period and a new forecast date.

  3. Compare the new report with the original one.

The report list in the Report module. 1: the forecast date of the first report. 2: the forecast date of a new report for the same period. 3: the Posting period column.

Related questions

Did this answer your question?

Related Articles