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".
2. Select Location
The dropdown will populate with all locations for the organization as well as an 'org' option
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3. Enter in Current Closeout Date
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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.
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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
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6. This Will Open Up the Closeout Window
From here you can closeout the day and print the Day Sheet
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