Lock/Unlock a Posting Period

A downloadable PDF Version can be found here: Lock Period

Summary

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

1. Navigate to Administration > System Initialization > Posting Periods.
2. Find the period you’re closing, drill in with the Drill Down Arrow.
3. Change the Period Status to ‘Locked’.
4. Click Update.

***You can follow the same steps to Unlock a Posting Period.