Locking transactions

https://help.myob.com/wiki/x/Xo8CBg

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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:

To enter a lock date

Click your business name and choose Business settings.
In the Lock date section:
1. Select the option Prevent changes prior to the lock date.
2. Enter or choose the Lock date. In our example, a lock will be placed on all transactions dated before 1 July 2020.
Click Save.

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.

FAQs

Why am I getting the error "The Payment Date falls within the lock period"?

The error, "The Payment date falls within the lock period", appears when you attempt to do a pay that's dated in the locked period. To fix this, you can edit the Lock date or change the payment date.

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Business settings

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To enter a lock date

FAQs

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