Modify an A/P Document Date

1. Change System Settings to allow the A/P Document Date to be modified.

Prior to actually changing the document date, there are a couple of settings that need to be enabled to allow a User to change the date.

  1. System Configuration (enables the system to allow the change globally)
  2. User Access Levels (allows specific Users to have access to this permission)

1.1. System Configuration setting

  1. Navigate to Administration ➤ System Configuration and find the Accounts Payable Group (hint: it's at the top of the list!)
  2. Double-click the setting for Allow AP Doc Date Change and set the Value to True.
  3. Click OK to save the System Configuration settings.
System Configuration setting

1.2. User Access Levels setting

  1. Navigate to Administration ➤ User Access Levels, open the User record and click on the System Access tab.
  2. In the Other Settings section, double-click the setting for Allow AP Doc Date Change and set the Value to True.
  3. Click OK to save the User Access settings.
User Access Levels setting

2. Open the View AP Aging window

Now that the settings have been changed to allow the ability to modify the A/P Document Date, you can proceed to the A/P Aging window.

  1. Navigate to Accounts Payable ➤ View AP Aging.
  2. Double-click to open the A/P Document that you want to change the date for.
View AR Aging window

3. Change the Document Date

  • You can see the Document Date in the Reference section in the upper-left.
  • You can see the Due Date in the Document Info section in the upper-right.

Either of these dates can be changed by simply typing a new date and then clicking OK to save.

The Document Date you see here is the same as the Voucher Date from the original Voucher.

Change the AR Document Date or Due Date

4. View the Change Log

After changing either the Document Date or Due Date, you can reopen the A/P Document and see that a Change Log button has appeared. Click this button to see a log of all changes made to this A/P Document (very handy for audit trail purposes!)

Document Date Change Log