Payment & Billing - Configuring Locked Period Accounting

Configuring Locked Period Accounting

This article will assist you with enabling and configuring Locked period Accounting within the Xap program, to assist you with Financial reporting for your Service.

Enabling Locked Period

To enable Locked Period Accounting for your Service

Select the Settings Screen
Within the Settings Screen , select Payment & Billing Settings icon

Select the Service name

Note: If your Settings have been configured by Organisation, this only need to be set for the whole Organisation. In this example it is set to Centre.

Select Edit General Settings

Within the Edit General Settings Screen, scroll down and select + Locked Period in the Locked Period Options

Add in the Start Date for the period
Add the End Date for the period
Select the Lock on Date
Select the + Lock Period to add any other Locked Period Dates
Select Save to save the locked period information

Updated on: 29/03/2021

Was this article helpful?

Thank you!