Understanding Totals in a Reference Frame of Different Dates on Yoplanning.pro

Introduction

In Yoplanning.pro, several types of dates are used to track orders, payments, invoices, and activities. Understanding the difference between these dates is essential to properly analyze your revenue, track your transactions, and ensure the consistency of accounting data.

This guide explains where to find each type of date, how to use them effectively and what best practices to adopt to avoid misinterpretations

Steps to use this feature

1. Order Date

Definition: Date the customer placed their order or it was entered into the system. Where to find it: Menu > Orders

2. Date of activity

Definition: Date on which the activity (sporting, cultural, etc.) is actually carried out. Where to find it: Menu > Orders > "Items" tab

3. Payment Date

Definition: Date a payment was made. The same order can have multiple payments on different dates. Where to find it: Menu > Payments

4. Invoice Date

Definition: Date an invoice is issued (if the invoicing module is enabled). Where to find it: Menu > Orders > "Invoices" tab

5. Tax date (important point)

Definition: The invoicing date is the only valid accounting reference for calculating turnover over a fiscal period.

Where to find it: Menu > Orders > "Invoices" tab

Note: If you are looking for revenue for a fiscal period, the only authoritative reference from an accounting point of view is the list of invoices for the given period.

Tips and Best Practices

• Data Consistency: Make sure to use the same date reference when comparing data between different lists.

• Note: For reliable accounting data, always use the invoice list.

• Double Check: Before jumping to conclusions, double-check that the total you're looking at is based on the date frame you think it is.

Common Problems and Solutions

• Issue: Inconsistent data between different lists Solution: Check that you are using the same date reference and applying filters correctly.

• Problem: An order is paid, but not invoiced Solution: Paying for an order does not automatically result in it being invoiced. Check the invoice list to see if the order has been validated.

Conclusion

By mastering the various key dates in Yoplanning.pro, you can obtain a precise analysis of your activities, payments, and invoicing. By adopting a rigorous methodology, particularly by using invoicing dates as an accounting reference, you guarantee consistent and reliable financial management.

Take the time to check your repositories and filters to avoid errors and ensure optimal monitoring of your turnover.