Fiscal period closing

After reviewing and posting the period's entries, lock the dates to prevent any later edits that would compromise the financial statements.

Path: Accounting ← Accounting ← Actions ← Lock Dates

1. Before closing, review the Trial Balance, confirm it balances, and ensure there are no draft entries.
2. Verify bank reconciliation, that invoices and bills are complete, and that accrual and depreciation entries are posted.
3. Open Accounting ← Actions ← Lock Dates (or from Settings in the Accounting tab).
4. Set the Lock Everyone date to the period end (e.g. 31/12) to block edits before it.
5. Use the Tax Lock Date after filing the VAT return so the reported figures cannot change.
6. Click Save; Odoo will then reject any posting or edit dated before the lock date.
7. For any needed adjustment after locking, record it in a later open period rather than reopening the locked one.
8. Document the lock date and who set it, and restrict lock-date permissions to a certified accountant only.