Financial overview, Budget & Forecast
Locked months in Bookkeeping & Invoicing
If you work with both Bookkeeping & Invoicing and Financial overview, Budget & Forecast, the solutions will be connected automatically. The reports in Financial overview, Budget & Forecast will show an icon next to the month name to show which months that are Locked
or Ongoing
, based on the period lock set in Bookkeeping & Invoicing. You find these settings in Bookkeeping & Invoicing under Settings - Company settings - Accounting settings - Accounting locked as of. Read more in Connection between Financial overview, Budget & Forecast and Bookkeeping & Invoicing.