Index
Overview
Be sure to check out Ledger Accounts for a more complete solution for your accounting practices. Who doesn't love an immutable ledger?!
The Invoice Item Detail Locking parameter allows a club to lock editing of item details. This is highly useful for clubs that want to perform accounting operations on a regular basis without having to worry about item details being edited.
Locking Item Details
To lock item details on an invoice navigate to Settings > Uplifter Settings > Site Details > Invoice Settings. Under the header Invoice Locking you can enter your desired date on which invoice lines will lock. You can enter a specific date or use a relative term (-1 day, -7 days, -1 month, etc.) which will apply on a per-invoice-line basis
Entering a value of 0 will lock all item details immediately. Leaving the field blank will allow item detail edits indefinitely.
Here you can also click "View History" to see a list of all alterations made to the setting. This adds another layer of transparency and accountability.
Locked Item Details
Item details that have been locked are no longer editable. This offers a level of security and assurance for accounting practices. Locked items will display their status with a Lock icon, replacing the edit option to the right of the line item.
Item details that have not been locked:
Item details that have been locked:
Edits You Can Still Make
Please note, even though you've enabled invoice line locking, you can still make edits and changes to the invoice as a whole. This feature simply locks specific lines from being adjusted. You can still delete lines, add new lines, and adjust payments as desired. Since these are internally devised protocols your organization will want to discern these beforehand.
Unlocking Item Details
You can always adjust the number of days in which item details are editable. This effects line items retroactively so that you may adjust item details that were previously locked. Keep in mind, however, that not only are these changes recorded, but changing this setting to adjust an invoice may heavily effect aspects of your club's accounting.