How do I stop users from creating activity for closed periods?
If you would like to set up your books so that new transactions cannot be backdated, or so that new transactions cannot impact closed periods, you can set the specific dates in your Firm Settings in the Billing & Accounting section under Billing Options.
Each field will impact closing in different ways.
Book Close Date - Prevents any transactions being created, edited or deleted prior to and including this date
Billing Close Date - Prevents any Time Entries/Flat Fees/Soft Costs from being created, edited or deleted prior to and including this date
Book Cut off Date - Prevents any transactions being created after this date
If a user tries to create an entry that is not allowed, they will receive a message prompting them to reach out to a Firm Administrator. The Admin would then have the authority to remove or change the date so the entry can be added in.
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