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You can enter a lock date to prevent changes being saved to new or existing transactions prior to this date. You might do this after completing your month-end tasks.

Let's take you through it:

 

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titleTo enter a lock date

To enter a lock date

  1. Click your business name and choose Business settings.
  2. In the Lock date section, select :
    1. Select the option Prevent changes prior to the lock date.
    In
    1. Enter or choose the Lock date
    field, enter date or click the calendar icon to choose a date.Click Save. This places a lock
    1. . In our example, a lock will be placed on all transactions dated before
    the lock date
    1. 1 July 2020.
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  3. Click Save.
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If you need to create, edit or delete a transaction prior to the lock date, you'll need to remove the lock by deselecting the option Prevent changes prior to the lock date.

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Business settings