Mistake made on Released Credit Memo
SummaryMistake made on Released Credit Memo
We had a scenario where an invoice in project billing needed to be credited due to error. This invoice (Dated 1/31/20) was already released and transferred to A/R. Our user canceled the invoice, which created a credit memo for the full amount (This is as expected).
However,an incorrect date was used when the user released the credit memo to A/R (Dated 4/2/20). The credit memo should have been dated the same as the invoice (1/31/20), and now we have an inaccurate difference in the invoicing and revenue tables for the time period of 1/31 through 4/3 and inaccurate project performance reporting.