Locking and unlocking accounting periods

Steps

  1. Navigate "Settings >Periods"
  2. Select whether to lock or unlock a reporting period

Guide Information

  • Difficulty: Beginner
  • Estimated Completion Time: 5 minutes

If you have finished a financial year and wish to prevent any changes being made to it then locking it will prevent this.

Step 1.

Navigate “Settings > Periods“.

Step 2.

On the “Reporting Periods” click on the padlock image to the right of the period you wish to lock.

Reporting Period Lock

You will receive a confirmation message; “Period locked successfully”.

Unlocking A Reporting Period

If in the future you wish to unlock a locked reporting period then navigate back to the ”Periods” page and click on the padlock icon of the locked reporting period.

A confirmation message “Period unlocked successfully” will be displayed and the padlock will now appear open.