Locking a financial year means that no transactions during the specified dates can be created or modified.
Navigate Settings > Accounting > Periods > Reporting Periods.
Click on the padlock icon to the right of the period you wish to lock.
Any reporting period that you lock will display the locked padlock icon.
Alternatively, you can define your own custom locking periods that do not correspond directly to a financial reporting period by clicking on the Locking Periods tab > Enter your own custom date range. You also have the option to lock all future dates by ticking the checkbox and clicking Save.
For additional help, click here to view all our training options.
Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at email@example.com.
Alternatively, visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.