After you set a lock date, users won't be able to modify (add or delete) transactions in JuanTax if the transaction date is earlier than the lock date.
You can set lock dates for all user roles, or all user roles except the Subscriber (Owner) user role.
You'll need the Subscriber (Owner) user role to set and change lock dates.
To set up a lock date:
STEP 1: In your organization's sidebar menu, select Settings > General Settings.
STEP 2: Click Lock Date Period, set the date to lock transactions in.
To Remove a lock date:
STEP 1: In your organization's sidebar menu, select Settings > General Settings.
STEP 2: Click Lock Date Period.
STEP 3: Under Select Date, delete the date in the field, and you're good to go!
