Lock/Unlock a Posting Period

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

  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 UnlockPosting Period


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