Lock or unlock a bill

Before you begin

Lock or unlock a bill manually

Go to Projects and select the appropriate project in the Quick Select section.
On the Project Home page, select Bills in the Procurement section.
Select a bill number from the list.
In the Approval and Lock Status section, do the following:
- To lock the bill manually, select the Locked checkbox.
- To unlock the bill, clear the Locked checkbox.
In the dialog, select OK to confirm your action.

If a bill has been exported to an accounting system, unlocking the transaction is only a temporary action. After you save the form and return to the bill listing, the transaction will automatically lock again.

Lock bills automatically upon export

You can configure Sage Construction Management to lock bills automatically when they’re exported to an accounting system through AccountingLink.

Go to Settings () > Company settings > Global settings.
Select Lock Exported Transactions: Auto-lock exported transactions from the Transaction Locking dropdown.
Select Save.