BasisHow It Works
A period lock sets a cutoff date. Any voucher whose document date falls on or before that date cannot be edited or deleted — regardless of user role. Only one active period lock exists at a time.
Period locks apply to all users including Admin and Owner. Once a period is locked, no transactions dated within that period can be changed or removed through the normal UI.
Locking a Period
- Go to Settings → Period Locks. The stat cards show the current lock status and the date locked up to.
- Click Lock Period. A dialog opens.
- Enter the Lock Up To date — this is the last date that will be locked (inclusive). For example, to close December 2025, enter 31 Dec 2025.
- Optionally enter a Reason (e.g., "Year-end 2025 finalized").
- Click Confirm Lock. The lock takes effect immediately.
Only one active lock can exist at a time. The Lock Period button is disabled when a lock is already active. Remove the existing lock before creating a new one.
Removing a Lock
On the Period Locks page, the active lock is shown in a highlighted card. Click Remove Lock (unlock icon) to lift the restriction. A reason for removing the lock is optional. The lock history is retained even after removal.
Lock History
The page shows a history of all past locks — including who applied or removed each lock, the date range covered, and the reason given. This provides an auditable record of period closures.
Related
- Audit Trail — view deleted vouchers and their reasons
- Trial Balance — verify account totals before locking a period
- Opening Balances — set balances before the first transaction date