Lock WIP

Settings - Jobs & Billing

You can use the lock WIP feature to restrict access to the following processes prior to the date you select:

• Prevent disbursements from being added, deleted, and edited prior to the lock date.
• Prevent invoices from being finalized with an invoice date prior to the lock date.
• Prevent jobs with an effective closed date from being re-opened prior to the lock date.
• Prevent closing of jobs into a locked period.

Typically, you would change the lock date once a month after you have completed your invoicing.

1. Click Settings > Jobs & Billing.
2. Click General Settings and ensure that the System Settings tab is open.
3. Use the Calendar button to select the date before which WIP is locked.