Compulsory Period Dates on Claims FAQs

Introduction: This article details the optional system setting that enforces accurate financial period tracking. This feature ensures that the reporting period dates are mandatory before an Accounts Receivable (AR) Application or Subcontractor (SC) Claim can be posted.

What does this feature do?

When enabled, this setting prevents users from posting an Application or Claim if the Period From and Period To dates are empty. This ensures that every financial transaction is correctly assigned to a specific time frame for reporting purposes.

How do I use it?

When processing a claim, you simply need to ensure the date fields are populated.

1. Open the AR or SC Claim Entry screen.
2. Enter the correct dates in the Period From and Period To fields.
3. Click Post.

Note: The Period To date from one claim will automatically populate as the Period From date on the subsequent claim for that job/subcontractor.

How do I enable this feature?

This is a controlled system option that must be enabled by the Profitz team. There are separate settings available for AR (Accounts Receivable) and SC (Subcontractor), allowing you to enforce this on one or both modules. Please contact Profitz Support to enable this.

Additional information:

• [Link to AR Application Entry]
• [Link to SC Claim Entry]

For further assistance, please contact Profitz Support.