Turning on the accounting lock date

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 settings

Use the checkboxes to select any of the following areas for which you'd like to apply the accounting lock date:

• Checks
• Batch Deposits
• Goods & Services
• Inventory
• Ledger
• Payments & Adjustments

Once you've made your selections, 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!