The Month-End Lock feature in ProcureDesk helps ensure that once an accounting period is closed, no further changes can be made to its transactions. This safeguard is crucial for maintaining the integrity of your financial records and preventing unauthorized adjustments.

Follow these steps to effectively set up and manage the accounting month closure:

Start by enabling the Month-End Lock feature. This activates the system’s ability to secure financial data for closed periods, ensuring no unintentional changes can occur.

👉 Learn how to enable and use the Month-End Lock feature.

Not everyone should have access to lock or unlock the accounting month. By configuring access permissions, you ensure that only authorized users can perform these critical actions, maintaining control and accountability.

👉 Learn how to manage access for locking and unlocking the accounting month.

Ensure that pending invoices are updated automatically to the next open month, avoiding manual corrections.
👉 Enabling auto-update of pending invoice date to the next open month in ProcureDesk.