Quadient AP's Post Month feature allows you to select the posting date for a single/ batch of invoices when exporting to your ERP. Post Month is currently supported for the following ERPs:
Quickbooks Desktop
NetSuite (You may need to enable a setting in NetSuite to allow for this feature to work properly. Read here.)
Rent Manager
Sage Intacct
Sage 300
Dynamics GP
Jonas Club
Enabling Post Month
Navigate to Settings - Invoices, and click Exporting Fields. Select the Legal Entity, and select Post Month. Click on the checkbox to enable Post Month, and click save.
Using Post Month
The Post Month date must be set before exporting an invoice or batch of invoices. In the Export tab of the Invoice module, select the invoice(s) you want to export, select the Post Month date, and proceed with the export.
Post Month does not have to be used for every export. If a Post Month date is not set for an export, it will default to the invoice date for the following ERPs:
Quickbooks Desktop
Rent Manager
Sage Intacct
Jonas Club
If a Post Month date is not set for an export, it will default to the export date for the following ERPs:
NetSuite
Sage 300
Dynamics GP
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article