Finance
Periods and closing
Lock months so that they accept no more entries, and check the document archive.
Under Settings → Organization → Periods and closing you lock months. A locked month accepts no more entries. This keeps it traceable what you handed over to your tax advisor.
Whoever has ‘Accounting: View’ may view the page. Whoever has ‘Closing and export’ may lock and open (organisation admins always).
Rules
- The months begin with the date from which you set bookkeeping to start in the bookkeeping settings. They are grouped by your fiscal year.
- Locking is gapless. If you click ‘Lock’ on a later month, the earlier open months are locked as well, in order. You see this beforehand in the note.
- A month can only be locked once it has ended.
- Only the last locked month is ever reopened, with a reason of at least ten characters. The opening appears in the history. If you have already handed the month over to your tax advisor, agree the change with them.
- As long as months are locked, the booking start and fiscal year cannot be changed.
Check the document archive
Under Accounting → Export & archive, the Check archive now button reads all stored invoice originals and recalculates their checksums. You see how many files are fine and which are missing or have been altered. Leadmode also runs the check by itself about every 30 days. You see the button with the ‘Documents of all projects’ permission.