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Period locks and corrections

Apply locks after processing, reconciliation and report checks are complete.

Select the period​

Accounting periods use the posting date; tax periods use the tax-applied date. Check custom and overlapping periods to understand which lock applies.

Accounting periods

Individual transaction locks are separate from period locks. Check both when a change is blocked.

Correct a closed period​

An authorized reviewer should identify the affected record and period. If unlocking is required, make the correction, reprocess affected records and review ledger and tax results before restoring the lock.

Retain the explanation and supporting evidence. Rerun any statement or return affected by the change.