Lock and Unlock Financial Periods | JAMIS Prime

Описание: This instruction demonstrates how to lock and unlock financial periods in JAMIS Prime
using the Master Financial Calendar to secure finalized financial data and maintain
accurate financial reporting.
You’ll learn why financial periods are locked after they are closed, verified, and reported,
and how locking a period prevents unauthorized or accidental postings, edits, or deletions.
This instruction shows how users with the Financial Supervisor role can use the Lock
action to process locked periods using the Manage Financial Periods form.
The instruction also explains how to unlock financial periods to make adjustments , such
as posting late transactions, correcting errors, or voiding entries in a locked period. You’ll
see how the Unlock action loads locked periods, how future locked periods are
automatically selected, and why unlocked periods return to a Closed.
Finally, the instruction reinforces best practices for locking and unlocking financial periods
as a controlled, supervised process, ensuring data integrity while allowing necessary
corrections. Once updates are complete, periods should be re‑locked to preserve the
accuracy of reported financial data.
This instruction is designed for JAMIS Prime users, finance administrators, accounting
professionals, and financial supervisors responsible for managing accounting periods and
enforcing financial controls.