Bank Reconciliation Question


Is there any way to cut off a bank reconciliation after you have completed it? This would prevent transactions which have been mis-posted by date, messing up future bank reconciliations.


Hi @WillHodgson

The only way to ‘lock down’ transactions would be to set an account lock date. This would however lock any invoices too. This option is in Account Settings >> All Settings

Completing a year end process will automatically put this lock in place. For transactions specifically, they can also be locked by a VAT return if you’re on cash accounting.

I hope that helps!

This topic was automatically closed after 7 days. New replies are no longer allowed.