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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.
Scroll down to Accounting settings.
Turn On the Accounting lock date. Select a 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.
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