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Hi,
We need a invoice list with invoice transactions and it needs to include invoices date and posting date. So we can check if the invoice is posted in the same period as the invoice date..
You have multiple inquiries:
1. AP/AR> Inquiries and reports > Invoices > Invoice journal (Add document date for invoice date )
2. AP/AR > Open invoices
3. Vendor customer transactions with filters like transaction type/invoice column not blank etc...with following method:
exploredynamics365.home.blog/.../
1) Is this for Accounts Payable or Accounts Receivable?
2) Assuming that you only want OPEN invoices? (as the listing would be massive if you wanted all invoices)
In the vendor invoice inquiry, you can easily find the relevant dates for each transaction. The posting date and document date are both readily available for your reference. Another alternative method is to go to a vendor and access their transactions. Once you're on the vendor's transactions page, you can refresh the browser, which will reset the vendor account filter. This action will grant you access to all vendors transactions data, allowing you to view both the post date and invoice date.Invoice journal
No such report exists out of box. Your best bet would be a Power Bi query or you could export VendTrans table records using the Table Browser extension in Chrome or Edge to Excel and filter the data you're looking for.
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