Setting up transaction locking

You can specify when procedures and transactions get locked automatically, or you can manually lock procedures and transactions as of a specific date. Locked procedures and transactions cannot be edited or deleted.

Note: Changing the transaction locking option affects all locations in your organization.

To set up transaction locking

1. On the Ledger Options page, clicktap the Ledger Rules tab.

   

   Note: All procedures and transactions on or before the date shown are locked.

2. Select one of the following options:

   • Automatically lock transactions for posting/editing/deleting - With this option selected, specify the number of days after which any procedure or transaction that is posted becomes locked.

   • Manually initiate transaction lock as of a specified date - With this option selected, you can modify the cut-off date as needed (see step 4).

   Notes:

   • Transaction locking is based on the transaction date, which is the date that displays in the Ledger. The transaction date may be different than the creation date, which is the date that the procedure or transaction was entered in the system.

   • Changing the cut-off date affects procedures and transactions that have already been posted. Where applicable, they will be locked and unlocked according to the cut-off date.

   • To use manual transaction locks, you must have the new Move transaction lock date forward or Move transaction lock date backward security rights.

3. ClickTap Save.

4. If Manually initiate transaction lock as of a specified date is selected, to change the cut-off date, complete the following:

   1. From the Settings menu, clicktap Lock Transactions.

      The Lock Transactions (Organization-Wide) window displays.

      

   2. Modify the New transaction lock date field. All procedures and transactions that have already been posted on or before the specified date will become locked, so they cannot be edited or deleted. Also, the posting of any procedures and transactions on or before the specified date will be prohibited.

      Note: To move the cut-off date backward or forward, your user account must have the applicable security right.

   3. ClickTap Lock Transactions.

      A confirmation message displays.

   4. ClickTap Lock.