Period Locks (Month-End Close)
Period locks let you close a calendar month so no new journal entries can be posted to it. This is the accounting equivalent of a month-end or year-end close — once a period is locked, the numbers are final.
Who can lock and unlock periods
Only owners and admins can lock or unlock periods.
Locking a period
- Go to Reports in the sidebar.
- Scroll to the Period Locks card near the bottom of the page.
- Use the month picker to select the period you want to close (it defaults to the previous month).
- Click Lock Period.
The period appears in the locked periods table immediately.
What locking prevents
Once a period is locked, any operation that would post a journal entry dated in that period is blocked:
- Receiving stock (purchase orders, manual adjustments)
- Starting or completing a production run
- Fulfilling a sales order
- Completing a POS sale
The operation fails with a message like:
Period June 2026 is closed. Unlock it in Reports → Period Locks before posting.
This protects your closed books from accidental backdating.
Unlocking a period
If you need to make a correction to a closed period:
- Go to Reports → Period Locks.
- Find the period in the locked periods table.
- Click Unlock and confirm.
The period is immediately open for new entries. Lock it again when you're done.
Typical month-end workflow
- Run the Trial Balance for the month and verify it is balanced.
- Export the trial balance CSV if you need to hand it off to your accountant.
- Lock the period from Period Locks.
- Move on to the next month.
There is no limit on how many periods you can lock, and past periods can be locked at any time — not just at close.