Sage 50 CA Ideas Portal

lock past months in current fiscal year

Currently we are unable to lock past months in current fiscal year. This feature would be ideal in order to minimize errors ex. entering invoices or making journal entries to previous months which have been closed.

  • steevens Ortiz
  • Feb 2 2024
  • Already exists
  • Christine Bricknell commented
    December 10, 2024 00:48

    Setup>Settings>Company>System and look for "do not allow transactions dated before: XXXX and fill in the date

  • Cindy White commented
    February 05, 2024 16:55

    You already have this ability. When you want to 'close' a month, go into settings and change the 'do not allow transactions before' date.