Locks

Locks prevent changes to transactions and journal entries prior to a selected date, protecting your completed work from being modified by other workspace members.

After closing a period, you can lock it to prevent any further changes. This ensures your finalized books stay intact and gives you a clear audit trail for closed periods.

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How to Lock a Period

1. Navigate to your profile icon in the top right.
2. Select Locks.
3. In the per-entity table, find the entity you want to lock.
4. In the Lock up to column, open the date picker and select the month to lock.
5. Click Lock.

The table shows Status, Entity, and Lock up to for each business entity.

Note: Setting a lock date locks that month and all prior months for the entity.

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How to Unlock a Period

1. Navigate to Locks from your profile icon.
2. Find the entity in the table.
3. In the Lock up to column, open the date picker for the locked entity.
4. Click Unlock.

Important: Unlocking a period will re-enable all restricted actions listed below. Any rules that apply to transactions in the unlocked period will begin processing again, and transaction data for accounts added during the locked period will sync retroactively. Review your rules and recent account additions before unlocking to avoid unintended changes.

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What Happens When a Period Is Locked

Client Access

If you have added your client as a Member, they will have view-only access to the locked period. This allows them to review reports without the risk of making changes.

Account Restrictions

• You cannot delete any account that has transactions within a locked period.
• If a new account is added to an entity with a locked period, transaction data will not sync for the locked dates. If the period is later unlocked, the transaction data will sync.

Rules

Automation rules skip financial-field updates on locked transactions (category, entity, counterparty, splits, and similar). Memo-only rule updates still apply to locked transactions.

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Restricted Actions

The following actions cannot be performed on transactions in a locked period:

• Changing categorization
• Changing entity assignment
• Changing vendor or customer assignment
• Matching or unmatching transactions
• Splitting or un-splitting transactions
• Assigning or removing classes
• Editing chart of accounts mapping
• Creating or deleting manual journal entries

Allowed Actions

The following actions can still be performed on transactions in a locked period:

• Answering substantiation questions (e.g., "Who did you meet?" or "Where did you travel?")
• Adding memos
• Uploading and matching receipts

Who can edit locks?

Locks are not editable by certain roles. See Roles & Permissions for full details.