Post Month for invoices - NextGen

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.

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 

When exporting invoices from Legal Entities with Post Month enabled, you will be prompted to set the posting date at the time of export. The default will be the export date, click on the calendar icon to change the date.