Lock Period

 
Welcome to AlignBooks. We are happy to have you on board. In this help studio tutorial, we will explore the “Lock Period” option.
 
Before we begin, let us understand about the need of Lock Period Utility and the usage of this particular activity.
 
After finalization of books of accounts (Balance Sheet / P&L Account), no changes should be made to the books in that particular period. Also, in some companies quarterly / monthly closing of books of accounts is followed as per company policy so any changes in that period is restricted.
 
Alignbooks have provided this facility to restrict the transactions (New or Modification) before the mentioned date by any user including Admin User.
Lock Period
If you are on home page, you need to click on  Icon titled as “Configuration”. You will get many options available under Configuration Menu. Click on  to select this option.   The Screen appears will look like;
 
Lock Period
 
1

Unlock period

If you want to unlock the locked period then keep this option “On”, the Lock up to date will be cleared and no restriction for transaction will be applied for any date.
Note: Any date mentioned will be cleared if the unlock period option is “ON”.
2

Lock Up to

Specify the date up to which the user entry will be restricted.
 
 
Click on   to save the information entered in Lock Period.
 
 
 
We hope you enjoyed this tutorial. Please give us a call for further help.  Happy Aligning!
 
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