Once the month has been filed, its bills should stop moving. A lock makes that a rule rather than an instruction nobody follows.
Somebody notices a wrong rate on a bill from two months ago and fixes it. It is a well-meant edit, and it silently puts your books out of step with the return you already filed on them.
Locking up to a date removes the possibility. Current work carries on as normal; the closed period simply stops being editable, which is what your accountant assumes is already true.
As you normally would.
Everything up to it stops being editable.
Current documents are unaffected.
Roll the date on as each period closes.
The parts that make the app yours: your numbering series, your terms at the bottom of the bill, your branding, more than one firm under one account, and a way to bring existing data in from a spreadsheet instead of typing it.
This is setup work — done in the first week, and then again whenever the business adds a firm, changes a series or closes a year.
The other controls over who can change what.
No. Only documents up to the lock date are frozen; today’s work is unaffected.
It is an owner-level setting, not something a cashier changes.
The usual route is a credit or debit note in the current period, which keeps the filed month intact.
The period you filed on should stay exactly as you filed it.
