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Locking the mapping from a specific financial year is a key feature that enhances the consistency and accuracy of your financial data. This article explains how this functionality works and outlines its benefits.

Table of contents 

How does locking the mapping from a certain financial year works?

When you modify the mapping list or add a new one, you will be asked from which financial year these changes should be applied. 

  1. Select the Desired Financial Year: Choose the fiscal year from which the changes should take effect.
  2. Automatic Locking: All periods preceding this financial year will be automatically locked, including the applied mapping.

What does 'as of which financial year' mean?

'As of which financial year' indicates the fiscal year from which changes to the mapping list should be applied. All periods preceding this financial year are automatically locked.

What are the benefits of locking the mapping from a certain financial year?

This functionality provides several benefits:

  • Control: Helps prevent accidental changes to periods where they are not intended.
  • Accuracy: Maintains the integrity and accuracy of your financial data.

Can I lock mapping from a new, non-existing financial year?

If you want to apply the mapping to a subsequent period, you must first create this period in the file before making changes to the mapping.

  1. Modify or add the mapping list.
  2. Choose the option from a dropdown menu 'apply to a new financial year'.
  3. All periods preceding this fiscal year are automatically locked, including the applied mapping.

By understanding and utilisng this feature, you can ensure that your financial data remains accurate and consistent across all relevant periods. If you have any questions or need assistance, please contact your customer success manager.