Closing down a month/period

When you’ve finished reporting on a month and you don’t want any data or figures changed then you can lock down this period and in doing so stop any further transactions from being posted.
This is also the recommended procedure when you have run your VAT return and reported your figures. The “barring” option is situated within the periods relating to your financial year.
To lock down a period go to:-
Settings > All Settings
Finance (main menu left hand side)
Accounting Year > Period Icon (far right)
Click on this icon and the months relating this accounting year will appear:-

period_28.01.14

Tick the “Barring” box against the month you have reported on this will now remain locked down until you or any other user that has access to this option removes the tick and in doing so re-opens the month:-

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