Why does Kontuly say "Period is locked"?
Kontuly shows "Period is locked: transactions on or before … cannot be changed" when what you're doing is dated on or before the lock date in Settings → Financial year & region. Either date the correction after the lock date, or, if it truly belongs in the locked period, clear the lock date, make the change and set the lock again.
- Decide where the correction belongs. If the period is finished, for example its BAS is lodged, it's usually better to leave it alone and record the correction in the current period. Check with your accountant or registered BAS agent if you're unsure.
- To change the locked period, open Settings and find Financial year & region.
- Clear Lock date (optional) and click Save changes.
- Make the change.
- Set the lock date again and click Save changes.
Changing the lock date is recorded in the audit log.
What is the lock date for?
It protects figures you've already reported, such as a lodged BAS period or a financial year your accountant has finalised. Nothing dated on or before it can be posted or voided: approving invoices, bills or credit notes, recording payments, coding bank lines, posting journals or voiding anything.
What still works in a locked period?
Saving drafts, because drafts don't post anything. You can't approve them until you change their date or move the lock date. Bank lines dated in a locked period can still be imported, but bank rules leave them for you to review.
I never set a lock date
If you converted from another package, the conversion sets one to the day before your conversion date unless you unticked it, so nothing is posted into the period your old package covers.
Why can't I remove an attachment?
Attachments on approved documents and coded bank lines in a locked period can't be removed either. See How do I attach receipts and documents?
Related questions
- Kontuly says an account has transactions and its type can't changeKontuly locks an account's type once it's been used, so past reports don't change. Create a new account of the right type and move the balance with a journal.
- Why does Kontuly say "This journal belongs to …"?Kontuly won't void a journal that belongs to an invoice, bill, credit note or bank line from the Journals screen. Correct it where it came from instead.
- How do I undo or redo a conversion in Kontuly?A Kontuly business can be converted once, and the conversion journal can't be voided. Restore the backup taken before the import to start again.
- How do I lock a period after lodging a BAS in Kontuly?Set the lock date in Kontuly's Settings so nothing dated on or before it can be posted, changed or voided, protecting a lodged BAS or a finished year.
More about troubleshooting
- Why can't I edit an approved invoice or bill in Kontuly?Kontuly says "Only draft invoices can be edited" or "Only draft bills can be edited"? Fix an approved document by voiding it or raising a credit note.
- Why can't I change the currency of a business in Kontuly?Kontuly fixes a business's currency once any transaction is posted, because every amount is stored in it. If it's wrong, set up a new business.
- Why can't I void a bill or credit note in Kontuly?No Void button on a Kontuly bill or credit note? Remove its payments, allocations and refunds first, and check the lock date. What each message means.
- Why can't I delete a draft invoice in Kontuly?Kontuly lets you delete draft bills and credit notes but not draft invoices, because their number is already taken. Void the draft instead.
- Why does Kontuly say a payment can't be dated before the invoice?Fix Kontuly's "The due date can't be before the issue date" and "A payment can't be dated before" messages by checking the invoice or bill dates.