Bank Reconcilliation - Locking once confirmed

Support
1

Hiya. Once you do a bank reconciliation and it says ‘Perfect’ is there a way you can lock the reconciliation for the month ? so it cant be changed ?
Thanks
Kerri

2

Hi @Kerri_Gilbranch,

There are 2 ways a transaction may be locked:

  • As a result of a VAT return
  • As a result of an account lock (either custom or at year end)

Both of which are outlined briefly here. Unfortunately, there isn’t a way to lock a transaction after reconciling, but you could certainly enforce an account lock.

Hope that helps!

3

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