HOWTO: Configure Business Central to ensure the Document date doesn't default to the Processing date when using AP Automation

This Zetadocs technical note applies to:

• Zetadocs - AP automation and bulk emailing Extension for Business Central

Summary

This technote will guide you through how to ensure the ‘Document Date’ does not default to the processing date on documents which are processed through AP Automation when using the Zetadocs Extension for Business Central.

More information

As standard, the Zetadocs Extension will set the document date to match the date within the invoice being processed through AP Automation as long as it is detected and recognised at the point of processing. To ensure the document date does not default to the processing date for any documents that are processed through AP automation, please ensure that you do the below within your Business Central environment. 

1. Open Business Central
2. Open Purchases & Payables Setup and then click ‘Show more’ within the General tab
3. Scroll down to the bottom of the settings and you will see a setting to ‘Link Doc. Date to Posting Date’, ensure this is disabled if you do not want the document date to match the processing date.
   
   
   
    

References

Last updated: 28th August 2024 (MT/CR/NT) 

Keywords: Zetadocs Extension AP Automation