Lock a period

Stop changes to a month once it has been reviewed.

Updated 12 October 2026 · 1 min read

Steps

  1. Open Books, then Periods.
  2. Choose the month and select Lock.
  3. Add a note, for example who reviewed it.
  4. Locked months cannot change. Corrections go into the next open month.
Unlocking needs the Accountant or Owner role and is recorded in the audit trail.
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