How can I Lock or Close a Book or Month to prevent transactions being added/ changed/ or deleted?

Created by David Costello, Modified on Tue, 30 Sep at 8:47 AM by David Costello

Click Utilities > click Period Control

 

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You can choose a Book and Month and double click it or click Open/Close

 

The X indicates it’s locked/closed that Month for that Book. 

 

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Click Save

 

In Period Control, there is also the Open All and Close All (Lock) buttons available if you want to Open or Close ALL Months for ALL Books at once. 

 

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Once you have closed a Month and Book, it will prevent you from adding, changing or deleting a transaction in that Book for that Month. 

 

The Add, Change, and Delete buttons will be greyed out. 

 

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AI-generated content may be incorrect.

 

Please note you can go back in to the Period Control section to Open/Close Books and Months, so it is not a permanent setting. 

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