Unlock an accounting period

Only users with the Manager role can unlock an accounting period.

You can unlock a completed accounting period to make changes to the accounts. Unlocking returns the period to In Progress. You cannot unlock a completed revised period.

Unlocking removes the original PDF download options. Download any copies you need before you unlock the period.

To unlock an accounting period:

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients and select the client you need.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. From the Accounts Production widget on the Dashboard, select the vertical ellipses for the relevant completed period.
4. Select Unlock period.

The period returns to In Progress and the approval signatories are removed. Your accounting data is not changed.

If the accounts have already been filed and you need to correct the figures, revise the accounts instead.