Chart of Accounts - Ability to lock individual accounts
The lock date feature is great for preventing back posting as a whole but we would benefit from a lock feature for specific nominal accounts - to prevent colleagues posting to a specific account until dates are unlocked.
Thanks for your idea, Sarah - We'll get a sense of the interest here.
Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this?
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Kayleigh Noon commented
This is also a really important need for our business and it would be an amazing feature to have.
Kelly - can I check, with the archive function - will this remove the code from our trial balance and reporting features? -
Lorraine Hannett commented
this is something that I was looking into also. I would like to block the account from general posting (bills, invoices) and allow journals only. With smaller businesses it helps control mis-postings.
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Ioannis Kioupouroglou commented
When I reconcile a specific account up to a certain date I would like to be able to lock that account up to this date in order to prevent any accidental alternations.
Kashflow allows that so when you are done for let's say a month, then you lock transactions up until that date for this single bank account only. It would be very helpful as sometimes changes in one account( i.e PayPal USD account ) when there is a transfer it affects another one.
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Martin Goodwin commented
our team is big and i need to lock certain accounts
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Willy Ko commented
I suggested that contact can add a place to classify supplier, customer, or both. And add the account create date on it.
It can be help on statistics of business activities. -
Willy Ko commented
I suggest that sales invoice & bill can lock inventory items that deflaut on inventory setting.
it can make sure that an accurate sales & cost value can be allocated correctly.
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Helen Aked commented
I'm sure this must have been raised but I can't find it. I'm sure admin will merge if it has.
I'd like to be able to lock different ledgers at different times during the month end process. Eg lock sales ledger on day 2, purchase ledger day 5 and the general ledger day X once we've finished journals and accruals. -
Fitzroy Tax commented
I am surprised this is not currently possible!
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Chris Harding commented
It would be useful to be able to lock GL accounts in the CoA for a specific company to prevent users from posting manual transactions to that account.
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Shona Gruzelier commented
I think this is a critical change as our business grows and we have additional staff inputting data into our system. We need the ability to lock down more accurately. I would like to see all ledgers having separate lock features, cashbook, sales ledger and so on, so that only the general ledger remains open to process final month end / year end journals before the whole month is then locked. This is a feature I have used on every other accounting system I have ever used in the last 20 years!
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Cynthia Gerve commented
Ability to Lock Purchase Ledger to have a clear cut off for purchases separate from Accounting period.