Control what months or financial periods staff can enter time or expenses within using the lock date. When your financial system (like MYOB or Xero) has the lock date updated, you can update the date in Synergy to match to ensure that no further transactions are created in closed off periods.
Administrator access level staff can set the lock date by going to the missing timesheets report, and selecting the 'edit lock date' option.
Enter the date that timesheets will be locked up to (and including) and save.
The locked period will not allow staff to enter any further transactions into:
- Cash expenses
- Travel expenses