Zenoti offers you the flexibility to open and edit past financial transactions. For example, with the appropriate permissions, users can open invoices, backdate them, issue refunds, edit the amounts paid by guests and much more. 

However, at times you may want to secure your financial data and ensure that no one makes any changes to it. This is especially true if your organization or business is due for an audit. In such cases, you can lock your financial data. 

You can lock your financial data at the organization level - the lock period applies to all centers. In addition, Zenoti gives you the flexibility to specify a different lock period for a center separately.  Learn more:  Impact of Locking your Financial Data
Important
: You will be able to view the financial lock option at the center level only if the option is enabled at the organization level.

To lock your financial data

  1. From the organizational level, go to Admin > Organizations > Organizations > Settings > General > Lock Financial Data.
    Zenoti locks financial data of all centers based on what you specify (see Step 2).
    Or
    From the center level, go to Admin > Organizations > Centers > Settings > General> Lock Financial Data.
    Zenoti locks financial data of only that particular center based on what you specify for that center.  Learn more:  Impact of Locking your Financial Data
    Important: You will be able to view the financial lock option at the center level only if the option is enabled at the organization level.
  2. Select one of the following options:
    a) From: Select a date. All financial data up to that date is locked. You can only select a date in the past.
    Example: If today is Nov 30, and you enter Nov 29 here, Zenoti locks your financial data up to Nov 29 (from the date you started recording your financials).
    b) Before __ days: Use this option if you want to be able to edit recent financial data (say, data of the past 7 days), but lock data prior to that. This option gives you a moving window of days during which you can edit your financial data.
    Example: If today is Nov 30 and you enter Before 10 days here, it means that Zenoti locks financial data for a period before 10 days from the current date. As a result, users with the appropriate permissions can make changes to financial data for the date range Nov 21 - Nov 30, as this 10-day period is not locked.
    Note further that, this is a moving date range of 10 days from the current date. This means, on Dec 1, the date range where users can make changes to financial data moves to Nov 22 - Dec 1.  
  3. Click Save.
    Zenoti locks your financial data based on your configurations. 

See Also

Impact of Locking your Financial Data

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