<aside> 💡 These settings work in CargoWise 23.5.19.176 and later releases. There is apparently a bug in prior releases that prevents this, at least in some cases, for prior releases.

</aside>

By default, BravoTran does not set a post date when transmitting an invoice. Instead, this is determined by your CargoWise One settings.

The default behavior in CargoWise is to use the date that the transaction was added to CargoWise, i.e. the date the BravoTran transmits and posts the invoice to CargoWise.

In some cases, customers may want to back date invoices to use a prior post date. This setting can be configured in Accounting > Job Invoicing > Back Date AP Invoices Configuration. The relevant CargoWise training module for this is available here, and the PDF summarizing this setting is available here:

1ACC146 - How do I back date the Post Date for job-related payables invoices.pdf

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Most times customers wanting to modify this setting are trying to leave open their sub-ledger for a few days after month end, posting invoices to it while it is open, but then posting to the new month after it has been closed. In these cases, the appropriate settings are:

Here’s what these settings mean: If the invoice date falls into:

• A prior closed period, the post date will be set as FDO = First day of first open period
• A prior open period, the post date will be set as EPM = End of the prior month
• The current period, the post date will be set as ADD = the date the payables transaction was created (this is the default)
• A future period, the post date will be set as ADD = the date the payables transaction was created

You should feel free to edit this based on your particular needs, and you should configure this for both shipments and consols, plus any other job types you are posting invoices against.