How do I close accounts in order to prevent a fiscal year change after my trustee has approved it ?

Once your trustee has validated your accounting year, it should not be modified anymore. Office Maker Finance is able to prevent any accidental modification of a fiscal period.

The Lock... command in the Operations menu of Maintenance can be used on the opening balances or on the exercise itself. It is intended to prevent unintentional changes to certain data.  Before locking the entire data file, it is nevertheless necessary to lock the entries: in the Entries file (accessible via the Data menu), activate all records and call the Action>Lock command.

If you decide to lock the opening balances, they can no longer be modified in the Account records. It is possible to reverse this choice but this will of course only be possible by a user who has been granted access to Maintenance.

The locking of the fiscal period will normally be done at the end of the year. It has the effect of "freezing" the data in the data file by preventing the addition or modification of records in all the files. This allows you to open files from previous years for consultation without the risk of accidentally changing them.

Warning: locking the period is an irreversible operation!