How do I stop users from creating activity for closed periods?

To set up your books so that new transactions cannot be backdated or impact closed periods:

1. Select Firm Settings from the drop-down menu beside your avatar, then click Billing & Accounting in the left menu bar and select Billing Options from the expanded menu.
   
   
   
2. Scroll down to the Close Date fields. Each field will impact closing in different ways.
   • Book Close Date - Prevents any transactions being created, edited or deleted prior to and including this date.
   • Billing Close Date - Prevents any Time Entries/Flat Fees/Soft Costs from being created, edited or deleted prior to and including this date.
   • Book Cut off Date - Prevents any transactions being created after this date.