Lock an accounting period

Lock a period from Menu > Accounting > Accounting periods to prevent ordinary users from posting general ledger changes to it. Users with elevated accounting permissions might still be able to post.

Before you begin

You need permission to manage accounting periods. Review and reconcile the period first. Locking a period also locks all earlier open periods.

Lock an accounting period

1. Select Menu, then select Accounting > Accounting periods.
2. Open Record actions for the open fiscal period and select Lock. You can also open the period and select More actions > Lock.
3. Confirm the action when prompted.

The selected period and earlier open periods show Locked status.