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 Accounting Lock Date:
To access the Accounting Lock Date go to Admin > Organization > Contract Options > Accounting Lock Date.
Turn On the Accounting Lock Date and Select a Date and Save.
Lock Date Guidelines:
When the Accounting Lock Date is enabled the following guidelines apply:
✔️ On the Goods & Services page, when signing a contract the date selected cannot be before the lock date.
✔️ On the Payments & Adjustments and Batch Payments page, the date selected for transactions that have been added or edited cannot be before the lock date.
✔️ Transactions with a date prior to the lock date cannot be edited or deleted while the Lock Date is enabled.
✔️ Batch Deposits with a date prior to the lock date will not be processed.
✔️ CLAIMCHECK documents can be added even when the Accounting Lock Date is on.
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