Date variable doesn't reconcile correctly in invoice descriptions
When using date variables in
Invoice Description
fields, the wrong date may appear on the invoice. This occurs under specific conditions, but solutions are available.When you set up engagements, projects, and activities, you can insert a date variable in the
Invoice Description
field that reconciles during billing. In Detail Billing, this happens on the Compose
and Preview
tabs. For other billing methods, the reconciled date appears when you preview or print the generated invoice. Under certain conditions, the date variable may not reconcile correctly, and the wrong date appears on the invoice.
Conditions
This issue occurs when both of the following conditions are met:
- The invoice text containing the date variable comes from theInvoice Descriptionfield on an engagement or activity, or from theCommentfield of a Time or Expense entry transaction. Note thatnoteDate variables in standard text or those inserted on theDetail Billing Composescreen reconcile correctly.
- TheInclude A/R information throughfield on theA/R Informationtab in the Invoice Format Wizard () is set toLast A/R Entry Date.
Solutions
To resolve this issue, use one of the following solutions:
- Set theInclude A/R information throughfield toInvoice Date.
- Don’t use date variables inInvoiceorActivity Invoice Descriptionfields, or in theCommentfield of Time or Expense entry transactions.
