Locking a Closed Period

• Note: Before starting, make sure to activate the Accounting App  in your account.

 

Daftra software allows locking a specific time period in the account, preventing the addition of any new financial transactions with a date falling within this closed period. Locked periods differ from closing periods or fiscal / financial years in that they do not create financial journals for this closure. They only prevent the creation of new financial transactions.

The usual aim is to limit or review the closed period.

1. Click on “Accounting” from the main menu.
2. Click on “Accounting Settings”.
3. Click on the card titled “Closed Period”.
4. Select the date on which the period ends in the “To” field.
5. Enter the “Description” required for the fiscal year.
6. Click on “Save”.