If your account has permission to change check dates, you’ll be able to backdate a check during the finalization process.
1. Close the Check As Usual
When you click to Close a check, you will see a confirmation message like this:
2. Choose Your Desired Close Date
A date box will appear.
Simply click the date field and select the date you want the check to close under:
This allows you to backdate a check for accurate reporting.
3. Confirm the Close
Once the correct date is selected, click Yes.
Your check will now be finalized using the date you chose. 😊
If You Don’t See the Date Option
This feature depends on a permission inside SP_Admin.
Your administrator must enable the setting “Change Check Dates” for your role.
Here is the setting that needs to be enabled (highlighted in orange):
If you cannot use this feature, please contact support to ensure that the feature is enabled on your server. 😊