Period close & locking

Lock a month or year so finalized records can't change — with a full audit trail.

Period close & locking

Period close finalizes a month or year so prior transactions can't be edited, protecting the integrity of your reports and tax filings.

Close a period

  1. Make sure transactions are categorized and accounts are reconciled.
  2. Go to Accounting → Period close and select the period.
  3. Confirm to lock it. Only authorized roles can close or reopen a period.

Audit trail

Every close and reopen is logged with who did it and when. If you need to make a change after closing, post an adjusting journal entry in an open period rather than editing locked records.