How to manually change the Closed Date on a ticket

1. In BlueFolder, open a ticket to the Overview tab

2. Click the Actions button on the right

3. Click the Change Close Date option

How to create an invoice and retain the ticket's Closed Date that is not the current date

* Contact AccountsInSync support for further assistance with this functionality *

If an invoice needs to be created where the ticket's Closed Date is not the current date then the Callback method of opening and closing the ticket can't be used. In this case, ensure the Closed Date is set as desired and then notify AccountsInSync support of the ticket numbers that need invoices created.

This is useful in the following circumstances:

• if an invoice needs to be dated in a previous period, for example when creating a Single or Monthly Consolidated invoice in a previous month.

• for bulk creation of invoices in Xero from a list of existing closed BlueFolder tickets when initially starting to use AccountsInSync