Edition: Professional, Business, Enterprise
User-level: System Administrator
Entering a transaction lock date prevents staff from entering timesheets and expenses prior to this date. This ensures no further updates are made in closed off financial periods.
1. Organisation Dropdown > Settings > Organisation > Configuration
2. Find Transaction Lock Date under Accounting
3. Enter the date and then click Save.
Once a date has been entered against this setting all timesheets will be locked and no staff will be able to enter the following transaction types:
Time
Cash Expenses
Travel Expenses
In addition any Bills or Office Expenses will not be able to added into the system prior to the lock date.
Any timesheets prior to this date will also no longer be considered a missing timesheet.