Solution Properties
Solution ID:
200427112242522
Last Modified Date:
Tue Nov 22 16:00:35 UTC 2022
Taxonomy Path:
Case category//How do I...//year-end
Author:
[email protected]
Prevent postings before a specific date
Description

How it works

Once you set a lock date, if anyone tries to post a transaction dated prior to that lock date, the warning message 'Your transaction date is set before the current lock date' appears.

 NOTE: This message doesn't appear if you're importing transactions from outside of the software. 

  • If you're logged in as manager you can override the warning and post to the locked period.
  • Users with lock date access can also override the lock date and post to the locked period.
  • Users with no lock date access can't post to the locked period. They can still create invoices, sales orders and purchase orders with a date before the lock date, but they can't update or post the items.
Cause
Resolution

Set a lock date

  1. Click Settings then click Lock Date.
  2. Select the Lock posting before check box, enter the required date then click OK.

It's as simple as that. If you want to control access to the Lock Date feature, for more information, read on.

Configure a user's lock date access - Sage 50 Accounts v27 and above

  1. Open Sage 50 Accounts and log in as Manager or an administrator.
  2. Click Settings, point to User Management then click Users.
  3. Select the required user from the list then click Edit.
  4. Click Level of Access then expand the Settings menu.
  5. To allow access to override the lock date,  ensure the Lock date settings check box is selected. Alternatively, to remove access, clear the check box.
  6. Click Finish, click Save, then click Close.


Configure a user's lock date access - Sage 50 Accounts v26 and below

  1. Open Sage 50 Accounts and log in as Manager.
  2. Click Settings then click Access Rights.
  3. Select the required user from the list then click Edit.
  4. Expand the Settings menu.
  5. To allow access to override the lock date, ensure the Lock date settings check box is selected. Alternatively, to remove access, clear the check box.
  6. Click OK then click Close.



[BCB:102:Limitless - 50 Accounts - Year End / Period End:ECB][BCB:258:UKI - Personal content block - Paul:ECB][BCB:191:UKI - #GetMoreFeedback:ECB]
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