How to Lock/Unlock a Fiscal Year

The G/L Year End module provides the facility to Lock and/or Unlock a fiscal year using the Lock and respectively the Unlock actions.

Note: The Lock action is available for unlocked fiscal years. The fiscal year must be year ended and all the year's periods must be locked. The Unlock action is available for locked fiscal years.

Use the following steps to lock/unlock a fiscal year:

1. Click on the Business tab, click General Ledger, and select G/L Year End.

2. Click on the Action drop-down menu beside the corresponding year and select Lock or Unlock.

Note: The Locked column in the grid will indicate if the year is locked with a Yes or No.

Lock:

Unlocked:

3. Enter a note in the Note field.

4. Click on the OK button to complete the process, or click on the Cancel button to cancel the lock or unlock process.