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Version: 8.2

Entering a cut-off period from an invoice / accounting entry (move)

Entering a cut-off period from an invoice​

Access: Invoicing → Cust. invoices / Suppl. invoices

Entering a cut-off period is necessary to generate prepaid expenses and deferred incomes.

  1. Content tab - Cut off period: on the invoice, a new “Cut-off period” panel is available in the Content tab. This allows you to specify the cut-off period to be applied to the invoice lines. Entry at this level is optional.

  2. From date / To date: enter the start/end dates for the cut-off period.

  3. Apply Cut off dates: when entering an application period, click on the “Apply cut-off dates” button to update all invoice lines.

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When you create a new invoice line and select a financial account that supports the cut-off period, this period is automatically pre-filled with the values from the header (invoice period). You can, of course, change the dates.

When the invoice is ventilated (split), the cut-off periods are transferred to the associated accounting lines (moves).

  1. Validate: at the end of entry, click on the “Validate” button.

Entering a cut-off period from an accounting entry (move)​

Access: Accounting → Moves → Move

Cut-off wizard: the same principle applies in the accounting entry, a “Cut-off wizard” panel in the top right-hand corner of the move record allows mass update and pre-filling of the cut off period when a new line is created.