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  • Locking periods

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After you’ve completed your month-end tasks, you should lock that period. This will prevent anyone from inadvertently creating, editing or deleting transactions in a period in which you don’t want transactions to be modified.

For more information about month-end tasks,

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see Month-end tasks.

 

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titleTo lock

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periods

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To lock periods

  1. On

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  1. the Settings

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  1.  menu, click Business details.

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  1. Settings menu with business details highlightedImage Added
    The Business Details

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  1.  window appears.
  2. Select

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  1. the Lock my data up to and including

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  1.  option.

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  1. In the

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  1. box below, select a

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  1. date.
    Lock my data option selected with date enteredImage Added
    This places a temporary lock on the period up to and including the

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  1. date you selected. If you need to create, edit or delete a transaction in a locked period at a later time—for example, you locked the period from March

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  1. 2018 and now want to create a transaction in February

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  1. 2018—you can unlock the period by deselecting the Lock my data up to and including option.
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titleRelated topics
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Business details

Entering and editing your business details

End of period tasks

Business reports

Settings

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titleFrom the community

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urlhttp://community.myob.com/myob/rss/search?q=lock+periods&filter=labels%2Clocation%2CsolvedThreads&location=category%3AMYOBEssentials&search_type=thread&solved=true

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