Helpperiod closeClose a Month
Close a Month
Lock a period to prevent accidental edits.
beginner· 2 views· Updated 7/17/2026
After reconciling and reviewing your entries, it's important to close the month. This action locks all journals for that period, ensuring no accidental changes can be made. Users attempting to edit will encounter a "Period Locked" message.
A reminder to close the month appears in your dashboard tasks starting on the 4th of each month and will automatically expire after the 10th.
Step-by-step
- 1Access More Tools
Go to More Tools in the sidebar to find advanced options.
- 2Select Lock the Month
Under the Period & Tax group, choose Lock the Month to begin the closing process.
- 3Confirm the Lock
Follow the prompts to confirm and lock the selected period.
Ensure all entries are finalised before locking.
Was this article helpful?
Need more help?
Ask AkountFly: it can answer follow-ups AND read your live business data.