How can I lock prior accounting periods so other users cannot make any changes?

Summary

How to lock prior accounting periods.

Resolution

Note: This is a single-user task and you have to be logged into the company as an administrator

  1. Select Maintain, Users, and then Set Up Security.
  2. Select a user and click Edit Users Rights.
    Note: If you are using Quantum then click the Roles List tab, then select the users role and click View/Edit Role. Continue with Step 4.
  3. Set the user's access rights to Selected Access if it isn't already selected and click Next.
  4. Click the Company tab.
  5. Find Change Accounting Periods and select No Access.
  6. Find Transactions In Prior Periods and select View Only.
  7. Click Save.
  8. Repeat steps 2 through 6 for each user that needs to have read-only access to transactions in prior periods.

Note: This option is only available in Sage 50—U.S. Edition Premium or higher.


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Solution Properties

Solution ID
221924750012704
Last Modified Date
Mon Nov 21 17:55:39 UTC 2022
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