How to Use Closeout Feature
Turning on the Closeout feature will allow a user to set a closeout date. When a closeout date is set, users will not be able to edit or void payments, discounts or adjustments that are prior to the closeout date.
If a user tries to use one of these features, a message will display that "This payment is within a closed out financial period and cannot be edited".
1. Go to Admin > Setup > Closeout
2. Select Location
The dropdown will populate with all locations for the organization as well as an 'org' option
3. Enter in Current Closeout Date
4. If you select the box below, it will not allow users to post invoices/collect payments until the previous day is closed. This does not have to be selected to set a closeout date.
5. Users Can View the Closeout Screen by Selecting the $ at the Top of the Screen
This step requires a user to have closeout privileges. Admin > Users > select user and view profile privileges
6. This Will Open Up the Closeout Window
From here you can closeout the day and print the Day Sheet
