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CommunityIs there a way for the date of an invoice to be the date that the invoice was marked as Final - Printed/Sent on the Operating Account Receivables section when bulk billing?
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Is there a way for the date of an invoice to be the date that the invoice was marked as Final - Printed/Sent on the Operating Account Receivables section when bulk billing?

Michael McCarthy (Customer) asked a question.

May 1, 2023 at 3:34 PM
Is there a way for the date of an invoice to be the date that the invoice was marked as Final - Printed/Sent on the Operating Account Receivables section when bulk billing?

To clarify - a majority my clients are billed on a monthly cycle ending the last day of the month. When I bulk batch invoices, the date on the invoice itself is the date that I am doing this process but the date on the Operating Account Receivables section is the cut-off date (last day of the month), unless I do this on a matter level for final billing for instance. Since the date on the ledger is showing the cut-off date and not the date that I am actually marking invoices as Final and billed to the carriers, my AR report is being thrown off. Example: I bulk billed on 4/15/2023 for WIP/expenses through 3/31/2023. My AR report is now showing all of these invoices as >30 days past due, when actually they should show as current as it has only been 16 days since submission.

  • 6 answers
  • 264 views
Carin Cole, Meredith Pierce, and Scott Wolf like this.

  • Gene Suppell (LEAP)

    I am sorry but their is not workaround for this.

    Selected as Best

  • Scott Wolf (Schlossberg, LLC)

    Thank goodness it is not just us. I hope everyone at LEAP gets that this matters.

  • Gene Suppell (LEAP)

    I am sorry but their is not workaround for this.

    Selected as Best

    • Daniel Collins (Customer)

      In a service industry where service fees / revenues have multiple layers or review and approval, it is unconscionable this situation exits. At a minimum, our review process takes 5 days. In my auditor experience, most systems can accommodate this.

  • Meredith Pierce (Customer)

    It has been driving me crazy! Not the same situation, but the same problem: Our attorney's review draft invoices before finalizing. It may take them a few days. Now all of my finalized invoices are already days old! It would be so easy to add a place to set the date of the invoices in the "Change invoice status" window.

     

    Expand Post

  • Cara McNamara (Customer)

    I agree that this is a big problem. We also used to be able to bill just a month at a time, but Leap only allows you to put in an end date, not a begin date.

  • Scott Wolf (Schlossberg, LLC)

    I'm weighing in again as this should be a nobrainer to implement. The DevTeam should take a hard look at this.

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Is there a way for the date of an invoice to be the date that the invoice was marked as Final - Printed/Sent on the Operating Account Receivables section when bulk billing?