Using Cin7

Locked Transactions

How to override transactions that become locked after a certain period of time.

Overview

Cin7 will lock transactions to prevent discrepancies with your integrated Accounting Software.

Locked transactions will have a message like the following visible to certain users:

The conditions that cause the message to appear are explained below.

Conditions

For a Standard User

Two (2) days after the date a transaction is both invoiced and dispatched, based on the latest of the two dates. If the transaction is only invoiced or only dispatched, the transaction will still be editable by the Standard User.

For a Manager User

Sixteen (16) days after the date a transaction is both invoiced and dispatched, based on the latest of the two dates. If the transaction is only invoiced or only dispatched, the transaction will still be editable by the Manager User.

For an Administrator

Any transaction regardless of invoice or dispatch date can be updated by an Administrator. However, if the “Void” button is not available, you can void a transaction from the “Cin7 Status” drop-down: