HTML Table
cellpadding 5 cellspacing 0 align right

Anchor
1099643 1099643

Locking periods

Anchor
1101073 1101073

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.

Anchor
1101077 1101077

For more information about month-end tasks, see Month-end tasks.

Anchor
1101078 1101078

To lock periods

1. 1. 1. 1. Anchor
            1099656 1099656

            On the Settings menu, click My business details. The Business Details window appears.

         2. Anchor
            1099657 1099657

            Select the Lock Periods Up to and including option.

         3. Anchor
            1099852 1099852

            From the list, select a month.

Anchor
1099897 1099897

This places a temporary lock on the period up to and including the month 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 and now want to create a transaction in February 2010—you can unlock the period.