Deline

Lock a month after you have checked it

When a month is checked and its tax return is prepared, lock it. Nobody can then post into those dates by mistake, including entries that were already prepared. You can reopen a month later, with a reason, if something must change.

  • L1 · Everyday
  • WhereSpain, Cyprus
  • WhoOwner, Accountant
  • PlanBasic and up
  • Timeabout 2 min

Before you start

  • You are the owner or the accountant.
  • The month is reconciled and checked. Locking does not post anything.

Steps

  1. Open Periods from Books.

    Accounting periods lists every month with its state: Open or Locked.

    Step 1: Open Periods from Books.
    Step 1 in Deline (Spain business, fictional data) · See the whole screen

  2. Open the month you want to lock.

    Step 2: Open the month you want to lock.
    Step 2 in Deline (Spain business, fictional data) · See the whole screen

  3. Write why you lock it and press Lock period.

    For example: "Checked and VAT return prepared".

    Step 3: Write why you lock it and press Lock period.
    Step 3 in Deline (Spain business, fictional data) · See the whole screen

  4. Check the dates in the window and press Lock period.

    The month now shows Locked, with who locked it, when and why.

    Step 4: Check the dates in the window and press Lock period.
    Step 4 in Deline (Spain business, fictional data) · See the whole screen

If something goes wrong

  • You need to post into a locked month: open the month, write the reason under Reopen this period and press Reopen period. Lock it again when you are done.
  • The month is not in the list: it has no accounting period yet; it is created when you first post into it.

Last checked 2026-11-07 by the guide runner on build c5fbd2fa6 (Deline 12a482996) (local Deline stack).