Set Up Posting Period

In extro you can set up a posting period for invoices. This ensures that invoices are only posted within a defined period and that incorrect posting dates are not used (e.g. the wrong year).

 

Procedure

Define a fixed period

1. Open Settings → Invoice
2. Under Posting period type: Fixed period

3. Enter the start and end date

4. Save

Define a rolling week

1. Open Settings → Invoice
2. Under Posting period type: Rolling week

3. Enter the number of weeks under Rolling posting period
   The following applies: Postings can be made retrospectively up to the current date within the defined number of weeks.

4. Save

Note

The posting period directly affects invoicing and helps prevent incorrect dates.