Help · Accountant: locking, year-end & recurring journals
How to lock transactions up to a date
Lock sales, purchases, banking or journals up to a date — for example after filing GST — so nothing dated on or before it can be posted, changed or cancelled.
Who can do this: Organisation admins (Client Admin).
Steps
Step by step
- Accountant → Transaction locking.
- Choose what to lock (Sales, Purchases, Banking, Journals) and the lock date for each.
- Save. Anyone trying to post, change or cancel an entry on or before that date is stopped with a message.
- To unlock, the admin clicks Unlock and gives a reason; the reason is kept in the history.
Tips
- Locking does not cover stock entries or the year-end closing entry itself — close the year after locking.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
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