Locking previous period and enabling editing of quotes

Kersten C
Kersten C Member Posts: 1 ✭
edited October 2019 in Payroll Premier
Hi everyone how do you lock your transactions for a prior BAS period and still edit old quotes? We are tradesmen and need to access quotes that have been given sometimes over 12 months ago. If I lock using the password, only I am able to edit quotes. I want to enable other staff to do this without them altering other transactions. Thanks

Comments

  • Helen Bowers
    Helen Bowers Member Posts: 98 ✭
    edited October 2019
    Hi Kerstin. You should be able to copy the quote and save as the current date. Then it is in this financial year.

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