Bank Reconcile Dates

Support
2

Hi @adhdcentre

There isn’t a set date as such, but you could apply a lock to the account which would prevent changes to the account prior to the date.

This can be applied by going to Account Settings >> All Settings, and then find Account Lock Date.

We do however apply some of these locks automatically:

  1. If you’re on VAT cash accounting, we will lock any transaction tied to a VAT return
  2. If you’re on VAT accrual accounting, we will lock any invoices tied to a VAT return
  3. If you run the year end tool and create a year end journal, we will lock any invoices, payments and journals relating to that accounting year

The account lock itself is similar to that mentioned in point 3.

I hope this helps.