For example, a company may not accept and invoice with an invoice date that is more than 30 days from the current date. This validation rule is triggered on invoice creation and on invoice update (for manual invoices) and settings must be valid within the appropriate time period.
Note: This is an optional rule; do not set this rule if your company does not require this type of validation.
- This Rule is Active—Select this check box to activate the rule. If an invoice is submitted with an invoice date that is more than the client-specified maximum number of days between the invoice date and the current date, the rule will be triggered. Incompliant invoices will be automatically rejected.
- Maximum number of days between the invoice date and the invoice submitted date— Enter the number of days that your company will allow between an invoice date and the invoice submitted date. The default is 30 days. This must be a positive, non-zero value.
- Rejection Reason—Type a warning message to display when this rule is triggered (manual invoices only). If the invoice is submitted after the maximum number of allowed dates, this warning will appear when the user attempts to save the invoice. The default warning message is: "Invoice cannot be accepted as past due."