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.
|To lock periods
To lock periods
- On the Settings menu, click Business details.
The Business Details window appears.
- Select the Lock my data up to and including option.
- In the box below, select a date.
This places a temporary lock on the period up to and including the 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 2018 and now want to create a transaction in February 2018—you can unlock the period by deselecting the Lock my data up to and including option.
|UI Text Box
To unlock a period, deselect the Lock my data up to and including option and click Save.