End-of-period procedures > Month-end procedures > Task 7: Lock the period
Task 7: Lock the period
After you have completed your month-end tasks, you can prevent transactions from being entered in the closed period using the Lock Periods feature. This prevents anyone inadvertently recording transactions that will affect month-end balances.
|
1
|
|
2
|
Click the Security tab.
|
|
3
|
Select the Lock Periods: Disallow Entries Up to and Including option and choose the relevant date from the list. This prevents transactions that are dated prior to the selected date from being recorded.
|
If you later need to make an entry in a locked period—for example, your locked date is 31st of May, and you want to record a transaction in April—you can unlock the period by deselecting the option, record the transaction and re-lock the period.
