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This page explains why and how the Bank Reconciliation Suite App locks transactions.
Table of Contents
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Introduction
The Bank Reconciliation Suite App protects all transactions that are linked or created by the solution against editing for regular users. This design has been chosen because when a particular date range is reconciled the date range can be compared to a closed accounting period. All transactions are checked and confirmed with the bank statement and should not change anymore. If a transaction would be changed by a user it should only be a change that is not GL impacting. A GL impacting change won't reflect on the bank statement and could lead to mismatches in data. The Bank Reconciliation Suite App does provide the option to change the locking behavior, but this is not recommended by Fast Four. Any issues that potentially arise due to changing the locking behavior won't fall under the support agreements.
Unlock transactions
In the Bank Reconciliation Suite App we are using a workflow to lock all the transactions that are linked or created by the solution. This workflow is named "Lock Transactions Bank Statement" and by default, this workflow is running for all user roles except for administrators.
This workflow may be disabled or changed by going to Customization > Scripting > Workflows. Click on "Lock Transactions Bank Statement". Edit this workflow.
- To disable, set Status to Not Running and/or inactivate the workflow.
- To change for which roles transactions are locked, change the Condition.