The Date Picker feature in Ocerra simplifies the process of managing invoice dates. With this tool, users can easily select the Month and Year for invoices, making data entry more efficient and consistent.
What Does the Date Picker Do?
When enabled, the Date Picker adds:
A Month and Year picker to the invoice form, allowing users to select dates without entering a full day, month, and year.
An additional Month/Year column on the invoice list for easy tracking and sorting of invoices.
Steps to Enable the Date Picker
Follow these simple steps to activate the Date Picker for invoices:
Navigate to General Settings
Click the Settings icon in the main menu to access the Ocerra settings.
Access the Custom Fields Section
In the settings menu, select the Custom Fields tab. This is where you can manage different field types for your invoices.
Select Field Type
Choose a field to configure and label it as DatePicker.
From the available options, select DatePicker as the field type.
Enable the Date Picker for Invoices
After selecting the DatePicker field type, this will enable the Month and Year picker for invoices. This allows users to select the invoice date by choosing only the month and year.
Save Your Settings
Don’t forget to click Save to apply the changes.
Benefits of the Date Picker
Easier Data Entry: Quickly select the month and year, without needing to manually type the full date.
Improved Organization: The new Month/Year column on the invoice list helps you track and sort invoices by their selected month and year.
Fewer Errors: Reduce the chances of entering incorrect dates by using the Month and Year dropdown.