Financial month locks
A financial month lock lets you close a month’s books and keep them closed. When you finalize a month, its sales, expenses, labour, and purchases become read-only, so numbers you have already reported can’t be changed by accident later.
Finalizing a month
Finalizing a month submits it — that is what locks it. Once a month is finalized, the finance screens for that month switch to read-only, and the lock is enforced in the database itself, not just in the interface: an edit to a locked month is refused even if it is attempted directly.
Both owners and admins can finalize a month — it is a routine month-end task.
Reopening a month
Sometimes a closed month needs a correction. Reopening a finalized month unlocks it so editing can resume. Because reopening reverses a financial-control decision, it is restricted to the workspace owner — admins can finalize, but only an owner can reopen.
The store reports area keeps a list of finalized months, so an owner can find and reopen a specific month even when they are not currently viewing it.
Locks and exports
Locking is a status, not a wall around your data. You can still export a locked month at any
time, and every exported row is labelled with its month’s status — locked or open — so an accountant reviewing a CSV can see exactly which periods are closed.
Related
- Roles & permissions — who can finalize and reopen.