Lock a completed accounting period and review exceptions

The account owner can protect completed books and temporarily open a small date range for an agreed correction.

1. Choose the area to lock

Open Accounting → Lock Transactions. Confirm the business, then choose Invoicing, Purchases, Accounting, or All Transactions.

2. Set the completed date

Review Locked Through and the reason before confirming. Check Lock History afterward.

3. Allow a specific correction

Use Partially Unlock when appropriate. Enter From, To, and Reason for Unlocking.

4. Relock the dates

Make the agreed correction, then choose Lock the Unlocked Dates Again. Check the history. A later payment in an open period is separate from editing an old locked sale.