Close financial year

Hi Priscilla

Hanging around waiting on my own answer!

In your Set up menu under preferences - on the security tab you can lock Period to prevent entries prior to a date of your choosing

Hi Sue,

Thanks for your response :)

While this is useful information, it doesn't seem to be quite what I am looking for. Just to clarify, I've closed off a financial year, but the transactions within that year still have blue arrows next to them, meaning they can be changed. I'm looking for a way to make the arrows grey.

Thanks :)

Priscilla

I'll leave you to the experts then.  Hopefully they can help, if you have found that tweak does not produce the desired result, it might be there is a bigger issue.

No worries, thanks for your help anyway Sue, I appreciate it :)

Hi PriscillaJ , PriscillaNT 

From version AccountRight 2020.2, the Roll Back a Financial Year functionality was removed so the changes in previous years could be made without having to rollback.

Therefore, if you have 2020.2 or 2020.3, you can create and reverse transactions in any prior year. Additionally, you can edit and delete transactions in those years as well.The only way to prevent that is by locking the period as suggested by Sue-AFSL 

Let us know if you have further questions on this.

Thanks Komal. I didn't know this function had been changed for 2020.2 and 2020.3.

I did try Sue's suggestion, but it didn't seem to have the effect I was after. We've obviously had our accounts audited, so I was thinking that it would be good for all transactions before EOFY to be locked in.

Is there any other way to do this?

Okay, no worries. Thanks for your help Komal, I appreciate it.