Batch Invoicing Setting Incorrect Transaction Date #726
We have identified a bug with the Outreach Batch Invoicing 1st Installment Date not correctly populating on the Transaction records created.
In the batch invoicing process, you have the ability to set a default 1st Installment Date which in turn updates the 1st Installment Date for each Account listed below and sets the Transaction Date for the records created.
When many Accounts are being invoiced at the same time, requiring several pages in the wizard, the Transaction Date only updates for the first page. The Transactions created for the Account on the other pages will have their Date set for the current Date.
We are currently working on a solution to this issue.
Using Apsona, create a list of Transactions filtered on the Primary Outreach Source. You can then use the Mass Update feature to correct the Transaction Date.