A downloadable PDF Version can be found here: Lock Period
It is wise to close (‘lock’) a period in your test database first. No transactions can post to dates within a locked period.
Step By Step Guide
- Navigate to Administration > System Initialization > Posting Periods.
- Find the period you’re closing, drill in with the Drill Down Arrow.
- Change the Period Status to ‘Locked’.
- Click Update.
***You can follow the same steps to Unlock a Posting Period.