Lock account

[Rebecca1]

Hi,

Are there any implications of locking data throughout the financial year? Would it be straightforward to reverse this at year end, in order to post YE journals?

A bank has been fixed for a client, who has then gone in and added / deleted transactions to throw it out again - can I lock the date at say, end of VAT quarters to avoid things being added incorrectly?

Thanks

[QFSteve]

Hello @Rebecca1

You can go into Accounts Settings > All Settings > Account Lock Date and enter a date.

QuickFile will then not allow postings prior to that date, you can come back into the screen and remove/edit the date at any point.

[Rebecca1]

That’s great, thank you!

I didn’t realise it was straight forward reversing the lock - thank you!

[ian_roberts]

The only restriction is that you can’t move the lock back beyond the most recent year end journal (not the most recent year end date, just the most recent year end for which you have run the YE process and created the closing journal) - if you want to unlock a closed year you have to delete the year end journal first.