Transaction Locking

In Codejig ERP, Transaction locking refers to the functionality that restricts a user’s ability to modify transactions that took place before a specific date. Typically, transactions are to be locked at the end of accounting period to guarantee the validity of recorded data and ensure its consistency with prepared and filed financial statements for that period.
To lock transactions, you have to set a lock date, and users will not be able to delete, add or edit transactions if their date is earlier than the lock date.
Actions users can perform during a locked period:
  • Create draft documents that will not result in any postings.
  • View locked transactions.
  • View documents that caused locked transactions.
The lock date can be changed or removed at any time.

To go to the Transaction Locking 

  1. On the Codejig ERP Main menu, click the Accountant tab.
  2. Under the Accountant tab, click Transaction Locking.
More information
Set the Lock Date