Closing of Financial Year

sherina79
sherina79 Member Posts: 48 Reckoner Reckoner
in Reckon One

How do I close the financial year 2024 in Reckon One so that any transactions outside the closed period will require a password or special permission?

Answers

  • klaura
    klaura Reckon Staff Posts: 500 Reckon Staff Reckon Staff

    Hi @sherina79,

    You can use the Lock Off date located in your Settings › General › Book settings

    Although it is not password protected, it will prevent any transactions on or before this date from being added, changed, or deleted.

    I hope it helps.

    Best regards,

    Karren

    Kind regards,

    Karren.png
  • sherina79
    sherina79 Member Posts: 48 Reckoner Reckoner

    Hi @klaura.

    Thank you for your prompt response.

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