Account Journal Lock Date

• Configuration
• Usage
• Known issues / Roadmap
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Configuration

To configure this module, you need to:

1. Go to Invoicing > Configuration > Journals
2. Open a Journal and set the ‘Lock Date’ and the ‘Lock Date for Non-Advisers’ in the’ Advanced Settings’ tab of the form view or select several Journals in the list view and click on the action menu ‘Update journals lock dates’ to update those dates for the selected journals at the same time.

Usage

If the logged-in user has the access group ‘Adviser’, he/she will not be able to create a journal entry if the ‘Lock Date’ of the journal is greater than or equal to the journal entry.

If the logged-in user has not the access group ‘Adviser’, he/she will not be able to create a journal entry if the ‘Lock Date for Non-Advisers’ of the journal is greater than or equal to the journal entry.

Known issues / Roadmap

• the module does not check that all moves prior the lock date are posted, this could be made as part of the wizard

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits