Issue Date should default to today's date for manually created documents

Why

When users manually create documents (quotes, invoices, etc.) in the system, they expect the Issue Date field to be pre-populated with today's date for efficiency and accuracy. Currently, the Issue Date field defaults to a past date rather than the current date, requiring manual adjustment and creating potential for errors.

What

Set the Issue Date field to automatically default to today's date (current date) when a document is created manually through the UI.

How

  • Update the document creation form to initialise the Issue Date field with the current date (new Date() or equivalent)
  • Ensure this applies to all document types where Issue Date is a field (quotes, invoices, purchase orders, etc.)
  • The date should still be editable if users need to change it to a different date

Dependencies

None

Acceptance Criteria

  • When a user creates a new document manually, the Issue Date field is pre-populated with today's date
  • The default date reflects the current date at the time of document creation
  • Users can still manually override the default date if needed
  • This behaviour is consistent across all document types that have an Issue Date field
  • Existing documents are not affected by this change

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Upvoters
Status

Completed

Board
πŸ’‘

Feature Request

Date

23 days ago

Author

Linear

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