Turning on the accounting lock date

Set an accounting lock date to prevent changes to financial information during a set time frame.

To turn on the lock date

First, click the Settings icon.

Then, go to Financials > Accounting.

Scroll down to Accounting settings and toggle on the accounting lock date.

Select a date and Save.

Lock date guidelines

The following applies when the accounting lock date is turned on:

• When signing a contract, the date cannot be before the lock date
• Transaction dates cannot be before the lock date
• Transactions with a date before the lock date cannot be edited or deleted
• Batch deposits with a date before 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!