Locking Transactions
The following text applies only if the Accounting Periods feature has not been enabled. This feature provides different, more complex functionality for locking transactions and closing periods. See Accounting Period Management.
The Lock Transactions link and page are available only if you have chosen not to use the Accounting Periods feature at Setup > Accounting > Preferences > Accounting Preferences.
To verify that the Accounting Periods feature is not enabled:
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Go to Setup > Company > Setup Tasks > Enable Features. Click the Accounting subtab.
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Clear the Accounting Periods box.
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Click Save.
To lock transactions if you do not use accounting periods:
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Navigate to Setup > Accounting > Lock Transactions.
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Enter a date when all transactions should be locked.
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Click Save.
Editing a Locked Transaction without Accounting Periods
Locking transactions prevents unauthorized users from entering or changing transactions on or before the ending date of that time period.
To edit a locked transaction, you must be logged in as an Administrator or the standard, System Accountant. If you are logged in with these roles, find the transaction you want to change and access the record in edit mode. A warning appears before you enter or change a locked transaction. Agree to the warning, and continue.