Cannot process transaction of an unlocked period

Problem reported by Cecille Batestil 7 years ago

Hi,

I cannot save a changes I am making in an unlocked period, please see attached file.

We are trying to make an audit adjustment in 2017 by reclassifying the account. Our approach was to change the account name from the invoice we have created. My log in details was already given a full access to edit 2017(unlocked) account but, its still showing that the period is locked.

Could you please check it as we need to update our records.

Thank you and best regards, Cecille

Solved
Write reply1

1 Reply

Hi Cecille,

You will have to unlock your accounting periods by heading to Settings > Accounting > Periods. Please note, there is a Reporting Period tab and a Locking Period tab, please ensure that in both tabs, there are no locked periods. Please see below:

file

Please let me know if the problem persists?

Thanks,

Tommy

7 years ago

Reply to this problem

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are

Apps

Company

Social