1. Setting Up and Configuring Account Reconciliation
  2. Setting Up Reconciliation Compliance
  3. Configuring Periods
  4. Changing a Period's Status
  5. Locking Periods

Locking Periods

Locking a period prevents changes to reconciliations for the period. You can lock one or more periods at the same time.

Notifications continue to run when a period is closed but not if it is locked and it also prevents Transaction Matching transactions from being loaded that have an Accounting Date that is less than or equal to the locked period’s End Date.

Note:

You can use the filter bar to narrow the list of periods if you are working with large lists of periods.

To lock one or more periods:

  1. From Home, select Application, and then Periods.

  2. Select one or more periods.

  3. Use the Set Status drop down list, and then select Locked.

For additional information, see What is Locked Through Date in Transaction Matching?, Additional Considerations When Using Locked Through Date, and Why does Transaction Matching Reopen Reconciliations?.