How to unlock a period

In order to view and update the period, navigate through to the 'Financial year' screen, and drill down into the Financial Year you wish to amend.

Here you can view all periods linked to a financial year, and toggle which are displaying as available, by selecting the 'Show closed' button.

You can then unlock this period by 'Editing' the financial year, selecting June, then clicking 'unlock'.

Once this period is open, save the financial year, and you can now raise documents against this period moving forwards.

1. Navigate to the Financial Year, and double click into the one you wish to update.
2. Ensure that Include Closed is selected, then look for the Period you wish to Unlock.
3. Select the Period you wish to Unlock, click Edit, the three ellipses, and click on Unlock.
4. Click Save, the Period will now be unlocked and available to use in Documents.

Are you doing your year end rollover? Watch this video: How to run Year End