Unlock or lock a ledger account for manual registration

Some ledger accounts in the chart of accounts are locked for manual accounting. This applies to accounts for purchases and sales and for cash and bank accounts. The program has this default setting because purchase and sales invoices are posted to the ledger automatically when they are registered in the program. Cash and bank transactions are posted when you match your bank statement from the bank to your accounting entries.

If you nonetheless need to create a manual journal entry for a locked ledger account, you can unlock the account.

You can unlock an account if you want to post a manual journal entry to it.

  1. Select Settings to open the menu.
  2. Select Chart of accounts.
  3. Select correct Financial year that you wish to unlock the account for.
  4. Select the account to unlock from the chart of accounts.
  5. Choose Edit.
  6. Uncheck the Do not allow manual registration box.
  7. Select Save.

You can lock an account if you want to prevent manually posting to it.

  1. Select Settings to open the menu.
  2. Select Chart of accounts.
  3. Select the account to lock from the chart of accounts.
  4. Choose Edit.
  5. Check the Do not allow manual registration box.
  6. Select Save.

Related topics

Chart of accounts
Add new ledger account