Forum Discussion

Wilfords's avatar
Wilfords
Experienced Cover User
3 years ago
Solved

sales

Hello In August 2022, a deposit was received from a customer and entered as an order. The customer required the invoice so the order was changed into an invoice in August 2022. The job has now bee...
  • gavin12345's avatar
    3 years ago

    Hi Wilfords 

     

    A period is locked by a user usually after bank recs have been competed, to ensure no changes are made. See Setup > Preferences > Security - if making a change ensure you discuss with the user who locked the period.

     

    Regards

    Gavin