Change the Books Lock Date

1. Navigate to the Reconciliation Center by following these instructions: 
   How to Access Reconciliation Center.
   
2. To access the Auto Pilot settings, scroll down to the bottom of the left-hand panel in the Reconciliation Center module and click on 'Settings'.
                                                        
   

3. Click' Edit' to choose the 'Books Lock Date'. This is the date the books close in Docyt. The reconciliation center will only surface transactions after this date in the uncategorized transactions section. Prior to this date, invoices cannot be paid, and receipts cannot be approved. Docyt will restrict any ledger modifications before the book lock date.

4. Also, ensure Auto Pilot status is 'ON'. If the autopilot is 'ON', Docyt will automatically categorize banking transactions after the 'Books Lock Date'. Docyt will ignore all transactions prior to the 'Books Lock Date'.