Security - How to lock some of the months from further amendments?

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Go to Tools > Manage Fiscal Year

 

 

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Click to highlight the fiscal year you wish to lock,

Click on Manage Period Lock
 
 

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Check the checkbox(s) of the months (periods) you wish to lock. Then click on OK.

(you may also click on Manage Exception to allow exception to certain users/user groups..... just highlight a Function Name, check the check-boxes of user/groups, then Apply. )

 

 

Having done that, if you try to Edit an invoice in a month that was locked, the following message will be prompted:

 

 

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And of course only users that have access rights to Manage Fiscal Year or Manage Period Lock are allowed to 'Unlock'.

 

 

 

 

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