How it works

Set a lock date, and if anyone posts a transaction before that date, the message 'Your transaction is before the current lock date' appears.

 NOTE: This message doesn't appear if you're importing transactions from outside of the software. 

• If you're logged in as manager, you can override the warning and post to the locked period
• Users with lock date access can also override the lock date and post to the locked period
• Users without lock date access can't post to the locked period. They can still create invoices and orders with a date before the lock date, but they can't update or post the items

Configure access to override lock dates

With the right user access, your users can override lock dates. You can configure this, or ensure users can't override the lock.

Find out more in our configure users access to Lock Date article.