We post in JC and AP by Month and run all Job Cost Detail, AP reports in Vista by Month. When we need to compile all the backup transactions for a customer, we need to do so by the Month and not by the date. The reason for this is not all invoices with a specified invoice date will hit that month (when we close a month and get an invoice for the previous month, we enter the invoice date of the previous month but post it to the current month).
When running the backup by a date restriction, it would include transactions that did not hit that month (thus not matching AP reports, GL expense reports as they are all run by Month).
Mercedes Green
| Company | SKYGRiD Construction Inc. |
| Job Title / Role | Technology Strategist |
| I need it... | 1 month |
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It would also be helpful if when you select "Restrict by Bill" that it would only show the JC Detail report for what is affiliated with that billing.
Unfortunately we cannot wait any longer for this feature to be added so I've had to ask Professional Services for a quote to change the portal.
I agree, the default set up is using Posting Dates instead of Month or Actual Date. Why would it default to Posting Dates and not give an option of one of the other two? Payroll for example gives the option of splitting a pay period so that hours worked in January go to that month, but hours worked in February go to that month. Why would we exclude January hours from the billing just because payroll was run in February?
Attached is an example of 1 project for 1 phase for 1 month showing the issue.