Context.
Some companies specify in their policies the permitted deadlines for submitting receipts. Users responsible for receiving and reviewing CFDI receipts have no way to restrict the registration of receipts issued with past dates in accordance with their organization’s internal policies. As a result, they may receive and process receipts that are older than what the company allows, which hinders compliance with operational and tax controls, increases the workload for manual review, and creates the risk of recording documentation outside the periods defined by each company.
Steps to activate and set the minimum allowed issuance date for CFDIs in Focaltec Control de gastos.
You must request that Support perform the configuration by submitting a support ticket or sending an email to soporte@focaltec.com or ayuda@focaltec.com, with the subject line “Activate and set the minimum allowed issuance date for CFDIs in CDG”.
Support will need to verify that the option is enabled and configured under: “Account > Settings > Minimum Permitted CFDI Issuance Date”.
The ticket must specify the earliest permitted date for issuing a CFDI.
Support notifies the customer that the configuration has already been completed.
Example.
When the minimum allowed CFDI issuance date has already been configured in Focaltec Control de gastos and the user enters their CFDI, the system displays the following alert: “The CFDI issuance date dd/mm/yyyy is earlier than the minimum allowed date configured by your company, dd/mm/yyyy. The receipt cannot be recorded”.