Accounting
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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.

        Select 'Admin' then 'Financials'

        Scroll down to Accounting settings.

        Turn On the Accounting lock date. Select a date and save.

        turn on accounting lock date, choose 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.

         

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