Accounting
      Back to home
      1. Passare Pro
      2. Business management
      3. Accounting

      Enable the accounting lock date

      Ensure financial information remains consistent between Passare and your accounting exports. The accounting lock date prevents changes to financial information during a set time frame.

        Enable the lock date

        To access the accounting lock date go to Admin > Financials > Accounting.

        Select 'Admin' then 'Financials'

        Scroll down to Accounting settings.

        Turn On the Accounting lock date. Select a date and save.

        turn on accounting lock date, choose date, and Save

        Lock date guidelines

        When the accounting lock date is enabled the following guidelines apply:

        ✔️ When signing a contract the date cannot be before the lock date.

        ✔️ Transaction dates cannot be before the lock date.

        ✔️ Transactions with a date prior to the lock date cannot be edited or deleted.

        ✔️ Batch deposits with a date prior to the lock date cannot be processed.

        ✔️ CLAIMCHECK documents can be added when the lock date is on.

         

        Need Help? Email us at support@passare.com or call 1-800-692-5111!