Locking and unlocking periods

Locking a period helps keep your financial data consistent and accurate over various reporting periods.

How locking works 

When a period is locked, the balances are still updated from the synced ledger.

• Account mapping is period-specific. The related account mapping is also locked when a period is locked for the first time.

• Even if the period is unlocked, the account mapping stays locked unless you specifically unlock it.

Once you’ve finished all the accounting work for the client, go to the Actions menu and select Lock from the drop-down.

Locking the period will stop users from updating workpapers or reporting content.

Locking permanently will lock the mapping as well. Only admins can unlock permanently locked files and you can still keep the mapping locked.