Block the option to edit, delete and add documents from previous months

Created: 2014-04-01
Last updated: 2016-02-19
Post view count: 1936

Using InvoiceOcean, you can block the ability to add, edit and delete documents and invoices issued prior to a certain date. In order to do so, go to Settings > Account Settings> Configuration> Invoices and Documents >  Invoice lock created prior to the date of and insert the date of the lock.

 

In case you grant access to your account to your accountant, is your accountant who will have the ability to change the date to an earlier one and have control over when to summarise the data.

This option is also availabe when you use our accounting office module. If you want to set lock date on your client's account go to "Accounting office" module > Supported companies > Change the blockage date



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