Lock/Unlock Month

1. From the Home screen, do one of the following:
   • Click Procedures on the navigation panel.
   • Click Areas > Procedures on the menubar.
   • Click the down arrow next to Home on the options bar and select Procedures.

   From any other area of the program, do one of the following:

   • Click the down arrow to the right of the Home options bar button and select Procedures.
   • Click Home > Procedures on the menubar.
2. Click Accounting on the navigation panel or Areas > Accounting on the menubar.
3. Click Month End on the navigation panel.
4. A list of accounting months displays. Change the months that display in the list if necessary.
   1. Click the word Months in the view filter.

   

   A list of choices displays:

   1. • All
      • Closed - Not Finalized
      • Locked
      • Open

   2. Click on the appropriate selection.
5. Click to highlight the month to lock or unlock, and then do one of the following:
   • Click Actions > Lock/Unlock Month on the options bar.
   • Click Actions > Lock/Unlock Month on the menubar.
5. The Agency, Month, and Year default into the associated fields, but you can change them if necessary.
6. Make sure the correct radio button (Unlocked or Locked) is selected.
7. Click Finish or press [Enter] to lock/unlock the month.
8. Click Cancel or press [Esc] to discard your changes.