Exclude Invoices from Previous Dates on an Investor Distribution¶

This feature enables you to hide invoices that were intentionally excluded from previous distributions.

Config¶

Click Admin > General Settings > Distributions and tick Allow Users to Exclude Invoices From Previous Dates On Investor Distribution.

General Settings

Exclude Invoices¶

When the config is selected, the Exclude Invoices and Payments from Before Start Date checkbox displays.

Distribution :T1 Partnership. Period 11/1/2019 - 1/31/2020

When Exclude Invoices and Payments from Before Start Date is ticked, any invoices or payments that are excluded from a distribution will not display on subsequent distributions.

Introduced in version 2020.2.23.6821 on 4/3/2020