Setting Up Accounting System Restrictions (Admin)

Modified on Wed, 9 Oct at 5:48 PM

You can specify your accounting lockout date as well as choose whether to allow transactions to be deleted (which includes the ability to unlock sales/purchases once they are posted to the general ledger).

To set these restrictions:

In Actionstep, go to Admin > Accounting. The Accounting page appears.
Click Edit in the Accounting preferences section. The Accounting System Preferences page appears.
In the System restrictions section, provide the following information:
- Lockout date: Enter your lockout date. Users will not be able to enter any transactions prior to this date. (They can enter time entries and disbursements for dates prior to this, however.)
- Allow transaction deletion: Toggle this option to on to allow users to delete transactions.
Click Save to save your changes.

NOTE: While you don't need to do a journal entry to close out the figures for the financial year end, you may consider setting a lockout date so that users can't make changes once the financial year-end has been closed or the month-end has been closed. You can do this by setting the lockout date as above.