How To Unlock Prior Financial Years
Posted: Wed Aug 07, 2024 1:10 pm
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.
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.