Financial Year Lock

How to Freeze last financial year's transactions?

Once your financial year suppose F.Y.2021-22 is completed and you need to freeze the same.
How you can do it in SHIPMNTS?
Let us understand this by taking an example.
For Example you need to freeze F.Y. 2021-22.
Kindly follow the below steps carefully :
  • Click on the navigation tab.
  • Go to System Administration.
  • Click on Account Settings
Here’s how it will look
  • System will redirect you to Account settings form.
  • Go to account frozen upto section> choose date as 31st March 2022 (in case of you need to freeze transaction upto  financial year 2021-22) as seen in image below
  • Click on the Save button as seen below