System Restrictions

Modified on Mon, 14 Nov 2022 at 01:13 AM

This article explains the concepts of Lockout date and Allow transaction deletion in Actionstep. 

If you go to Admin > Accounting > Accounting system preferences - scroll down to system restrictions you will see two options: 




Ttle Description
Lockout date

When set this will prevent users from being able to enter any transactions prior to this date.

Users will not be able to issue invoices or supplier invoices before this date, however they can still enter time entries and disbursements. 

Allow transaction deletion Do you want transactions to be deletable? This includes the ability to unlock Sales Invoices and Supplier Invoices once posted to the GL.





Can I set a lockout date for my year-end or month-end process?

You don't need to do a journal entry to close out the figures for the financial year end but it is good practice to set a lockout date so that users are not able to make changes once the financial year end has been closed or the month end has been closed. You can do this by setting the lockout date as above. 

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