Lock Financial Data using Prior Period Lock

Follow

By default, the locked date will be set to 01/01/1900.  

Once a new date is entered all the records prior to the new date will be locked by the system for editing.  

Locked records can be edited by only those users who have been given access 

To set a new Prior Period Lock date: 

  1. From any area of D4Web, click the hamburger menu > Prior Period Lock Date

    mceclip0.png

  2. The Prior period lock date window will appear

    1. Enter the date to lock financial data up to
    2. Click OK
      mceclip1.png

      1. Click OK to lock financial data, or Cancel
        mceclip1.png

        mceclip2.png

Prior Period Lock Explained

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.