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Lock a transaction accounting period

Prevent transactions from being added or edited within a specific accounting period by enabling the Lock Accounting Period feature.

Steps

  1. Go to the Accounting tab and select Transactions at the top.

  2. Click the three-dot menu in the top-right corner.

  3. Select Lock Transactions.

  4. On the Lock Transactions page, check Enable Lock Accounting Period.

  5. Enter the start date and end date of the period to lock.

  6. Click Save.

Transactions within the locked period cannot be edited or entered. If a user tries to add a transaction dated within the locked period, an error message appears indicating the period is locked.

Conclusion

The accounting period is now locked and protected from changes. Contact [email protected] if you need help.

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