Locking or Unlocking Bills

Locking or Unlocking Data Entry Steps

  1. Log in to Sage Construction Management as an Admin.
  2. Navigate to the Bills listing.
  3. Click on the Bill # to view the details.
  4. Scroll down to the Approval and Lock Status section.
  5. Check or Uncheck the 'Locked' field.
  6. Click 'Ok' when prompted to save.

Unlocking Exported Bills Note:  If a Bill has been exported to an accounting system, unlocking the transaction is only temporary meaning once the form is saved and the user returns to the Bill listing the transaction will be locked again automatically.

Locking Upon Export

Bills can be locked automatically when exported to an accounting system using a AccountingLink utility. See Settings | Company Settings | Global Settings | Transaction Locking to enable this functionality.

Posted April 11, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.