The Book lock date helps you to enforce a closed period. The Book lock date prevents modification prior to its date on a book. You would typically set a Book lock date the filing date of your tax return so no changes can be made prior to the corresponding files.
This give a book owner more control, specially when you are working with your team on the same book.
- Editors can only set more recent Book lock dates (increment the lock date).
- Only book owners can set older & more recent Book lock dates (decrease the lock date).
Set a Book lock date:
- Open your book
- On the right side of the dashboard ⚙️
- Set the "Lock date"
- Press Save.
As soon as a Book lock date is set, modifications prior to that date are disabled, meaning that you can't change anything on this book before this date. A book owner is in the position to modify the Book lock date, enabling eventually necessary modifications.
Book lock date is only available in Bkper Business Plan. Upgrade today >>