Lock Accounting Periods

We need the ability to lock an accounting period so past data can’t be changed.

  • Locking a year is essential for tax reporting and audits.

  • Locking a month is helpful for keeping books clean, though optional.

  • Only an admin should be able to unlock a period if adjustments are needed.

Request: Add a way to lock (and unlock) months or years to prevent accidental changes to closed periods.

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Upvoters
Status

Scoping

Board
💡

Feature Request

Tags

Accounting

Date

7 months ago

Author

Megan LEM

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