CMS - How to: Lock Financial Period

Created by Mienette van Heerden, Modified on Fri, 2 Aug, 2024 at 2:43 PM by Mienette van Heerden

Lock Financial Period/ Change Locked Financial Period


Navigation: Global Overview > Finance > Lock Financial Periods





Note: The status of the community's lock period will be indicated with either a green unlock symbol or a red locked symbol.






On the landing page, scroll down to the specific community and click the Red key icon in the last column. A pop-up window will appear, allowing you to select the date for locking the financial period.





Note: The lock period signifies that you will be unable to process any transactions before or on the selected locked date.






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