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XJF499
Jan 4, 2022 3:30 PM UTC
Solved

I am editing an invoice from a previous year where the books have been closed.

I am attempting to edit an invoice from a supplier to add vat from a previous year and get a pop up asking for a password to complete transaction. I have entered both mine and clients but it rejects this. can you let me now what is going wrong here please.

GeorgiaCAnswer
Jan 4, 2022 3:57 PM UTC

Hi XJF499, thanks for joining us on the Community - the password is set by the user who enables the close the books feature within the advanced settings (Cog > Account & settings > Advanced > Accounting) and can be any password (i.e. not related to the User ID login) - are there any other users who may have enabled this? 

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2 replies

GeorgiaCAnswer
Jan 4, 2022 3:57 PM UTC

Hi XJF499, thanks for joining us on the Community - the password is set by the user who enables the close the books feature within the advanced settings (Cog > Account & settings > Advanced > Accounting) and can be any password (i.e. not related to the User ID login) - are there any other users who may have enabled this? 

    XJF499Author
    Jan 5, 2022 1:08 PM UTC

    Thanks for this, no it was exactly as you said and I had not set a password for this type of edit. followed instructions and all's well, thanks again

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