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RachyRabbit's avatar
RachyRabbit
Contributing User
4 years ago

Date Range

My financial year is 1/7/2020-30/6/2021. If l invoice and the date is more than todays date there is a yellow warning that comes up. However if l date it before the 1/7/2020 there is no error?? and...
  • Tracey_H's avatar
    Tracey_H
    4 years ago

    Hi RachyRabbit 

     

    Thanks for your post. If you want to prevent new transactions being recorded in a previous period I would recommend setting lock periods. The lock period can be updated as required, such as, when the BAS has been lodged for the last quarter. You can do this by going to Setup>>Preferences>>Security tab>>tick Lock Period: Disallow Entries Prior To: <enter date>

     

    If you want to stop transactions from being changed after they have been recorded, go to Setup>>Preferences>>Security tab>>tick Transactions Can't be Changed; They Must be Reversed. 

     

    Both of these settings can be turned off by unticking them if you need to make any changes or add entries.

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Tracey_H's avatar
Tracey_H
Former Staff
4 years ago

Hi RachyRabbit 

 

Thanks for your post. If you want to prevent new transactions being recorded in a previous period I would recommend setting lock periods. The lock period can be updated as required, such as, when the BAS has been lodged for the last quarter. You can do this by going to Setup>>Preferences>>Security tab>>tick Lock Period: Disallow Entries Prior To: <enter date>

 

If you want to stop transactions from being changed after they have been recorded, go to Setup>>Preferences>>Security tab>>tick Transactions Can't be Changed; They Must be Reversed. 

 

Both of these settings can be turned off by unticking them if you need to make any changes or add entries.

 

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

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