Invoice Transaction Date

When processing an invoice for payment in Strata Master, the default transaction date is when the invoice gets sent to Strata Master.

The Organisation Admin has the option to customise the transaction date when exporting invoices for payment in Strata Master.

To activate this feature for the organisation, they can visit the Settings page, select Features - Internal, then scroll down to Invoice Transaction Date and click 'Send Invoice Transaction Date to Strata Master'. Then click 'Update'.

Send Invoice Transaction Date to Strata Master

To set a Transaction Date for an invoice, open the relevant invoice and click Edit.

Go to 'Invoice Details' and input the date under 'Transaction Date'.

By default, the Transaction Date will automatically populate to match the Invoice Date.

Users have the option to manually change this by entering a different date in the Transaction Date field.

Note: The transaction and invoice dates cannot be a future date, but it can be any date in the past.

Once done, click Save Changes. 

If the transaction date is outside of the current Financial Year, the approver will get a warning and the invoice won't be able to be approved. To resolve this, click 'Edit' and update the transaction date so that it is in the current Financial Year.

For more information, please see Invoice Processing.

Organisation Admins should contact us with any further questions regarding this process.