How To Unlock Prior Financial Years

[COBS Tech Support]

To unlock a prior financial year:

1. Go to the General Ledger area.
2. From the menu select Record|Open Year
3. Untick "Lock Previous" if ticked.
4. Select the Year you want to work in (or if you need to alter a transaction, the year the transaction is assigned to) under "Year" and press Open
5. From the menu select Record|Open Year
6. Ensure any periods you need to work in are also unlocked. A tick will appear under the "Lock" column to indicate a period is locked. Tick again to unlock. Then press Close.

When you are finished, ensure that you reverse the above steps and lock the closed year(s) again.

Note: Remember to repeat the above and reopen the current year before you resume work in the current financial year.