How to Block Accounting in Batch by Date
This article provides a step-by-step guide on how to manually block accounting in batch on a selected date using GoFreight.
- Navigate to “Accounting” > “Journal” > “Accounting Block/Unblock”.
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Select “Office” if you have multiple offices.
- Choose “Block” and set the “Date” to block all shipments before and including this date.
- Click “Apply”.
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Click “Yes” in the pop-up confirmation message to proceed.
- The shipments for the selected office will now be blocked.
Note: After performing the accounting block, both accounting and shipment will be blocked and cannot be revised, except for authorized users such as General Manager, Accounting Manager, and Accounting.
How to Unblock Accounting in Batch by Date
This article outlines the steps to unblock accounting in batch by date in GoFreight.
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Navigate to “Accounting” > “Journal” > “Accounting Block/Unblock”.
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Select “Office” if you have multiple offices.
- Choose “Unblock” and set the “Date” to unblock all shipments and associated accounting information after and including this date.
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Click “Apply” to proceed.
- Click “Yes” in the pop-up confirmation message.
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The shipments for the selected office (after 01-31-2021 in this example) will be unblocked, while shipments before the 01-31-2021 date will remain blocked.
Note: By default, only users with the roles of General Manager, Accounting Manager, and Accounting can perform the unblock function.
For a visual guide on this feature, please refer to the following video: