1) Lock a period
How to access:
- Click on your company name (upper right corner)
- Click on the Settings section (gear wheel)
- Access the Accounting section
- Go to the "Lock Period" section
- Select the last Block date and click Confirm
This functionality will allow you to block billing and accounting to avoid modifications or deletion of information.
The sections that will be blocked will be the following:
- Sales invoices
- Sales tickets
- Amending sales
- Purchase invoices
- Amending purchases
- Payroll
- Assets
- Payments / Collections
- Seating
Once you block the period, it will not be possible to create, edit or delete information prior to the selected date.
2) Unlock a period
How to access:
- Click on your company name (upper right corner)
- Click on the Settings section (gear wheel)
- Access the Accounting section
- Go to the "Lock Period" section
- Click on the previously selected "block date" to leave the selector empty
- Click "Confirm"
In the case that you want to make a modification, you will have the possibility to completely unlock the period again or modify the blocking date to be able to edit the information you need.