Manage Your Account Lock Date in Zumzum Financials.
You can set a Lock Date in Zumzum Financials to prevent users from posting new transactions during a previous period.
If you have the Zumzum Financials user permissions, you may change the lock date at any time.
You would typically set a Lock Date when your financial records are being reviewed for a year end or if you wish to “Close” a financial period, e.g. end of month or quarter, etc.
Once you have set the Lock Date, users are unable to post new transactions prior to the Lock Date.
To set a Lock Date, please follow these steps.
- Go to the Setup (Zumzum) Tab
- Select Company Setup and
- Select Edit in the menu
- Change the Account Lock Date to your desired date
- Select Save.
You have updated your Account Lock Date.