How to Set or Remove a Lock Date

A lock date freezes your past records. It stops anyone from accidentally changing or deleting documents from a closed reporting period.

💡 Need to know

  • When to use it: It's best to set a lock date after lodging your BAS or closing out the end of the financial year (EOFY).
  • How it works: Once set, nobody can add, edit or delete finalised transactions on or before that date.

🧭 Navigate To

Settings → System → General Settings

🔒 Set a lock date

1 Follow the path above to open your General Settings.

2 Click the Lock Dates field to open the calendar dropdown.

3 Pick your date. That's it! Any attempts to change finalised documents before this date will now be blocked.

Calendar dropdown for setting a lock date

🔓 Remove or edit a lock date

Need to fix a legitimate mistake in a past period? You can easily lift the lock to make your changes.

1 Go back to the Lock Dates field in your General Settings.

2 To remove the lock entirely, click the field and press the Delete or Backspace key until the box is empty.

3 To simply update the lock date, just select a new date from the calendar.