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.
thanks.
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.
thanks.
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!
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