Once a period is finished (a BAS lodged, the year closed), an administrator opens Manage › Configuration › General Settings and sets Accounts Lock to its last day. Nothing dated on or before that date can then be entered or changed. Clear the drafts in the period first.

In Exacc: Manage › Configuration › General Settings

Before you start

  • Administrator access to the business file.
  • No draft invoices, bills or journals dated in the period (see Review transactions before you report).

1. Finish the period

Process your bank feeds, reconcile the bank accounts and work through Review Transactions (drafts, records marked for review, suspense, varied tax). Lodge the BAS or finish the year-end work.

2. Set the lock date

Open Manage › Configuration › General Settings and set Accounts Lock to the last day of the period, e.g. 30/09/2026 after the September quarter. It is refused while drafts are dated up to it: if the date does not stick, look for drafts.

3. Working after the lock

Journals, bank transactions and bank feed lines dated on or before the lock are refused with "This file is locked. You can only enter transactions after …". To fix something in a locked period, an administrator moves the lock back, makes the change and locks it again.

Related guides

Checked against Exacc on 9 October 2026. Machine-readable version