Lock the Month (AccountEdge)

In this section, you will update your lock period to include the month you are about to close.

Note: Any changes made to a prior accounting period will affect your ability to successfully close the current month and send your market center's data to KWR. Transactions looks to see that your prior period's YTD Owner Profit is the same currently as it was when you closed last month and sent financials to KWR. 
 

1. In AccountEdge, click Setup and select Preferences.
   
   
   
   
   
2.  Click the Security tab and update the lock period to include the month that you are about to close. Make sure there is a checkmark next to “Lock Period,” and make sure to change the date to the first day of the new month. Click OK.