Do Not Allow Transactions Dated Before In Sage 50 Accounting Software

admin
January 17, 2024
Fact checked by
Narayan

Sage 50 accounting software is a modular and integrated software package that comes as an all-in-one helping tool for small and medium-sized businesses that needs accounting modules such as the General ledger, Accounts Payable, Receivable, Payroll, Inventory, Project (Job) Costing, Time and Billing, etc.

Having such ‘user-friendly’ features that are without any doubt is suitable for all businesses across the globe; Sage 50 Accounting software is considered the most popular accounting program that well-manages all business-related tasks.

However, not only these features Sage 50 accounting software also have another great feature called the “Lock Date Feature.” With this feature, Sage aimed to provide proficient accounting management to its 6 million users.

Table of Content

What is Lock Date Feature in Sage 50 Accounting Software?

How Lock Date Feature in Sage 50 Accounting Software Works?

How to Activate/Set Lock Date Feature for Sage 50 Accounting Software?

How To Fix “Do Not Allow Transactions Dated Before” Tab Grayed Out Issue in Sage 50?

What is Lock Date Feature in Sage 50 Accounting Software?

The Lock Date Feature in Sage 50 Accounting Software completely locks down a particular accounting period by restricting the specified user from making transactions into that period.

Basically, this feature is considered ideal because it helps to avoid adding transactions mistakenly to those accounting periods that are ‘confidential’ for users. Not only that but, it also helps you in situations when you want to close down a previous month/year of which you have finished the accounts as well as has also produced the financial report to examine the financial status of your business and, further, don’t want to make any changes to it.

Also Read:- 6 Best Budget-Friendly Accounts Receivable Software

How Lock Date Feature in Sage 50 Accounting Software Works?

Once you activate this ‘Lock Date’ feature in your Sage account, it will automatically take charges for maintaining your transactions secure and if by chance any user attempts to enter transactions before the lock date period, he/she won’t be able to do so as Lock Date feature will show an error or a warning message that reads— “Users who have no lock date access, they can’t post to the locked period.”

Now, as enough has been discussed related to the ‘Sage 50 Lock-Date’ feature, its importance, and how it works; let’s move on to follow the below-given steps/instructions to activate this feature in order to lock transactions dated before a certain date.

How to Activate/Set Lock Date Feature for Sage 50 Accounting Software:

To do so, you need to click on the ‘Settings’ from the menu bar.
From the ‘Settings’ simply select the ‘Lock Date’ option.
Then, select the ‘Lock posting before’ checkbox, and in that you have to enter the required date to finally set the lock date period.
That’s it! In the end, press the ‘OK’ button to apply the changes you have made.
Now, in order to set user’s access to lock date, what you have to do is, go to your Sage 50 accounting software icon and click on it in order to open your Sage accounts.
Then, log in to your Sage account as Manager.
After that, open your Sage’s menu bar, and from there, click on the ‘Settings.’
Further, from ‘Settings’ you have to click on the ‘Access Rights.’
Now, from the available list (that is in front of you) select the user in order to permit him access to ‘Lock Date’ and then click on ‘Edit.’
After doing so, expand your ‘Settings’ menu and select the checkbox of “Lock Date Settings” to grant access to the required user to override the lock date.
That’s it! Now, click on the ‘OK’ button to apply changes and then click on the ‘Close’ option to end the process.

And, alternatively, if you want to remove/deny access to override the lock date, what you can do is, simply uncheck the checkbox of “Lock Date Settings.” This way, Sage 50 Accounting blocks access and restricts the user from adding transactions dated before the start date of the prior fiscal year with the help of the ‘Lock date’ feature.

However, if you wish to change this and want to grant access to the required user to override the lock date, but unfortunately, if you are unable to do so as the option to grant or remove access is grayed out; then, in that case, do not panic as you can solve this issue manually if you correctly follow the below-mentioned steps:

How To Fix “Do Not Allow Transactions Dated Before” Tab Grayed Out Issue in Sage 50

To fix this issue, first and foremost you have to log in to your Windows operating system as an ‘Administrator.’
Then, make sure that all your other screens and Sage 50 windows are closed and you’re in single-user mode.
After that, from your ‘Home Window,’ simply go to the ‘Setup’ option in order to select the ‘Settings.’
From the ‘Settings’ click on the ‘Company’ option and then on the ‘System’ option.
Afterward, select the “Do not allow transactions dated before” option.
Along with that, click on the ‘Date’ tab as well in order to select a requisite date.
Now, enter the selected date and click on the ‘OK’ button to apply changes you’ve recently made.
That’s it! This how you can manually fix “Do not allow transactions dated before” tab grayed out an issue related to your Sage 50 lock Date feature.