Lock a month, close the year
After you check a month (and file GST), lock it so nobody changes old bills; at year end, close the year in one step.
- Open Accounting → Lock Periods & Close Year.
- Choose the month in Lock up to and confirm.
- After 31 March, tap Close year — profit moves to retained earnings.
- An owner can Unlock or Re-open year if a fix is needed.