Closing

Overview

The “Closing” tab is where you can set your office and cutoff date, search, and review the results. Additionally, this is where you will close the week when ready.

Detail

To close a period for a single office:

-Select the Office

-Select the Cut Off Date

The cutoff date determines how far in the future you want to look ahead to incorporate into the closed week.

-Click Search

-Click Yes on the pop up box

The start of the period will include all items not closed in that office since the last closing.

Typically, before closing, you’ll want to verify that the out of balance is $0.00.

For additional options, you can right click and export to excel, close just the payments rather than all the displayed entries, or close multiple offices.

To close multiple offices at a time:

-Right Click in the grid

-Select close multiple offices

-Select the cutoff date

-Put a check mark next to the offices to involve in the mass action.

-Select either close weeks or close payments

Be aware that closing the week can’t be undone.

-Click Yes on the pop up box