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Setting Document Date

Document dates are necessary for bookkeeping. In Totals, document dates are also used to generate document numbers.

Setting document date in the General tab

  1. Select a document
  2. Select General tab in the right pane, of not already selected.
  3. Click the date label, or minus (-) sign of no date was set before, at the top-right corner above the line items.
  4. Select a date from the date picker.
  5. Click on another place on the main window to unfocus the date picker.

The same date button is also placed in the Info tab.

Totals will also ask you for a document date when you finalize a document.

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