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 yourmonth-end tasks.
Let's take you through it:
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To enter a lock date
To enter a lock date
Click your business name and choose Business settings.
In the Lock date section, select :
Select the option Prevent changes prior to the lock date.
In
Enter or choose the Lock date
field, enter date or click the calendar icon to choose a date.Click Save. This places a lock
. In our example, a lock will be placed on all transactions dated before
the lock date
1 July 2020. Image Added
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.