Hello:
If an AR 9.0 database has future-dated fully-paid invoices (year 2022), what is the best way to stop them from appearing on reports and statements?

Bruce:

Fully paid: Do you mean by an actual payment or a credit note? Is the applied document future dated as well?

A quick fix is to run the next period end to a future date that captures the future dated transactions and the rerun it for the correct period end date (this use to work in older versions, you should test it on a copy of the data first).

Another option is to reverse all of the transactions using the exact same date as originally entered and the enter the transactions with the correct date.

Hi Doug:
Thank you for your answer. I decided to try both suggestions by creating a future-dated invoice in AR. I found that Adagio actually does a good job of handling that rogue transaction "as is" with no changes. It appeared in neither the ATB nor in the AR statement. I asked for clarification through their dealer and found that the user had decided to solve the problem by purchasing the Dakota Toolkit.