This feature is perfect for keeping your financial data clean, consistent, and tamper-proof. If you're doing monthly bookkeeping, handing things off to an accountant, or just want to avoid accidental edits to past work, locking a financial period ensures no one can go back and change things that should stay final. 
- To activate the lock, navigate to the Dashboard and click the Lock Financial Period button.
Please note, that only Admins can Lock the Financial Period.
Once the lock is in place for a selected date range, the system prevents edits to anything created during that time, including:
No deleting Leads, Estimates, Workorders, Invoices, Payments, or Client Profiles from that period
No changing final statuses (like “Confirmed” or “Completed”) back to something like “Sent” or “Draft”
No changes to quantities, prices, costs, classes, or tax settings on Estimate or Workorder items — only descriptions can still be edited
No editing of Payments
No changing creation or due dates on Invoices or Payments into that locked timeframe
No removing invoice interest that was already added (new ones can still be deleted)
No rolling back service statuses from Completed to New
You’ll always see the last locked date, and when you try to lock a new period, the system will automatically pick up from where you left off. The lock includes the selected end date, so if you lock 01/04/2025 to 30/04/2025, everything created on April 30 is also covered.
Our support team can turn this feature on and off upon request.