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 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.

     

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