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HomeHelp CenterPeriod locking & audit trails
Accounting & Ledger
3 min read
Updated July 18, 2026

Period locking & audit trails

Period locking prevents changes after a financial period is closed. It protects your reports and keeps your audit trail intact.

1

Close the accounting period after reconciling your books for the month or year.

2

Enable period locking to lock transactions and prevent edits to closed periods.

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Tip: Keep a clear audit trail by adding notes to adjustments and journal entries made before closing a period.

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