How do I lock an accounting period once it is closed?
Question asked by A Clear Books user 11 years ago
How do I lock an accounting period once it is closed?
Question asked by A Clear Books user 11 years ago
How do I lock an accounting period once it is closed?
Hi
Thanks for contacting Clear Books support.
Once you have closed an accounting period navigate to Settings > Period.
You will see a list of your financial reporting periods, with a padlock at the right hand side of each one. For the period you have closed, click on the open padlock: it will close to indicate the period is locked. Thereafter the system will not allow an operator to post transactions dated within the locked period.
Let me know if I can be of further assistance, if indeed this was helpful, or if this raises any other questions.
All the best,