Handling Historical Transactions

Strategies for managing outstanding invoices and open purchase orders.

Outstanding Invoices & Open Orders

Rather than importing years of past transactions, focus on currently open commitments:

• Outstanding Sales Invoices: Import unpaid customer invoices with their original due dates.
• Outstanding Purchase Invoices: Import unpaid vendor bills to maintain accurate accounts payable.
• Open Purchase & Sales Orders: Re-create unfulfilled orders so delivery and invoicing can continue seamlessly.