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Turning on the accounting lock date

Set an accounting lock date to prevent changes to financial information during a set time frame.

    To turn on the lock date

    First, click the Settings icon.

    Then, go to Financials > Accounting.

    Admin icon

    Financials > Accounting

    Scroll down to Accounting settings and toggle on the accounting lock date.

    Select a date and Save.

    turn on accounting lock date, choose 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!