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.

Set a Book lock date:

  1. Open your book

  2. On the right side of the dashboard ⚙️

  3. Settings

  4. Set the "Lock date"

  5. 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 editor 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 >>

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