After the transfer of sales invoices and payments with date restriction has been removed from the interface, we have received questions on how to limit the data for the transfer.
On the Invoices > Accounting and Accounts Receivable Payments > Accounting views, you can limit the invoices/payments by date range using the Advanced Search button found in the top right corner.
You can change the Date field to the option Between, and then you can restrict based on Invoice Date or Voucher Date information.
After this, the desired date range will be limited in the view for transfer. Click Select all and then Transfer to Accounting > Selected invoices.
When transferring invoices using additional search, the maximum number of transfers is approximately 80 sales invoices. If a larger number of invoices is limited to the view, the program will transfer only as many invoices as Heeros Accounting can receive at a time. The number of transferred invoices depends on how many lines the sales invoices have. After the transfer report is generated, when returning to the transfer view, the previously selected restriction remains and you can choose Select all and Transfer to Accounting > Selected invoices again.