How to lock or unlock the book.

Legacy KB ID: 5615

Question

How do I lock my entire book, so the users cannot accidentally make any changes to the transaction in the book?

How can I prevent users from making any changes to transactions or enter new or delete any transactions prior to certain dates?

‘This book has been locked until ‘lock off date'. transactions can’t be added, edited or deleted unless the lock off date is changed.’ How do I get rid of this message?

Answer

Explanation of the issue

You can lock your book to prevent users from making any accidental changes to the transactions. This lock will restrict users from adding, editing or deleting any transaction on the entire book, prior to the lock off date.

Who does this applies to

It applies to the users who wish to lock or unlock their book.

Solution / Workaround

Lock the book

Please follow the below steps to be able to lock the book.

  1. Navigate to the book administration icon (Cog Wheel) on top right corner of the browser and select Settings.
  2. Navigate to Book settings under General.
  3. Navigate to Lock off date field and enter the date you wish.
  4. Note transactions dated on or before this date will be uneditable.
  5. Save and close.

Unlock the book

To unlock the book simply remove the date from the Lock off date field.

  1. Navigate to the book administration icon (Cog Wheel) on top right corner of the browser and select Settings.
  2. Navigate to Book settings under General.
  3. Navigate to Lock off date field and delete the date.
  4. Save and close.

Additional information:

Please note this instruction is for removing the lock off date for the entire book, not for the lock off date of the individual bank account.

Please see our other KB on how to unlock the bank account by searching How to unlock the bank account that has been locked after reconciliation in the Search box above.


Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonone

Or

Log a Support Ticket: https://www.reckon.com/au/support/

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