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Locking periods

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

        1. On the Settings menu, click My business details. The Business Details window appears.
        2. Select the Lock Periods Up to and including option.
        3. From the list, select a month.

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.