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Fiscal Periods

Lock a period

1 min read Updated 6 June 2026

Locking a period makes it permanent. Locked periods cannot be reopened, which protects finalized records from any further changes.

Steps

  1. From the Accounting menu, open Fiscal Periods.
  2. Find the period you want to lock.
  3. Choose the Lock action.

If the period can be locked, it is locked permanently and you’ll see a confirmation. If not, the system explains why.

Warning: Locking is permanent. Once a period is locked it cannot be reopened, and transactions cannot be dated into it. Only lock a period when you are certain its records are final.

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