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Locking the Transaction Period

Locking transactions in the ledger once they are reconciled can prevent accidental tampering of past transaction data.

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Written by Cryptoworth Support
Updated over 2 weeks ago

Locking Transactions

  1. From the side panel, navigate to the Transactions page.


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  2. Click Calculate to run a calculation. This will ensure the data on the reports page is updated. Learn more.
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  3. From the side panel, navigate to the Reports page.
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  4. Click on the Lock Period button and confirm when prompted.

    Note: The Lock Period button will be disabled if your ledger has deviations. See How to Resolve Transaction Deviations to learn more.


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  5. Navigate back to the Transactions page to verify. The transactions for the period in the Reports tab will be locked with the leftmost column displaying a locked symbol.
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Unlocking Transactions

  1. From the side panel, click on your entity's name, then select Entity Settings.
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  2. Select Locked Transactions.
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  3. Click on Remove all to unlock the ledger transactions.
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  4. Click Yes to confirm your action when prompted. Your ledger transactions will now be unlocked.
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