Prevent Users From Backdating Invoices

1. Navigate to Customization > Forms > Transaction Forms.

2. Customize the Standard Invoice form.

3. Under Screen Fields tab > Main subtab, locate the following fields and set their Display Type to Inline Text:

• Custom Form
• Date
• Posting Period

4. Under the Roles tab, mark the Preferred checkbox corresponding to roles that should use the form.

7. Click Save.

Note: The form restriction will work provided that the role does not have permission to the customize forms or the users have roles with higher permission (e.g. Full Access).