MYOB Essentials Accounting
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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, see Month-end tasks.

 

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titleTo lock periods

To lock periods

  1. On the Settings menu, click 
My business
  1. Business details.
    Settings menu with business details highlightedImage Added
    The Business Details window appears.
  2. Select the Lock
Periods Up
  1. my data up to and including option.
From
  1. In the
list
  1. box below, select a
month
  1. date.
    Lock my data option selected with date enteredImage Added
    This places a temporary lock on the period up to and including the
month
  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
2010
  1. 2018 and now want to create a transaction in February
2010—you
  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 Detailsdetails

Entering and editing your business details

Month-end End of period tasks

Business reports

Settings

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