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  x

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.