Fixing 'Lock Closed Periods' Access in Sage Intacct - User Role Configuration Guide

Resolving 'Lock Closed Periods' Menu Access Issue in Sage Intacct

Issue:

The 'Lock Closed Periods' option does not appear under the General Ledger (GL) menu in Sage Intacct.

Solution:

1. Enable Feature in GL Configuration:
  1. First, ensure the 'Lock Closed Periods' feature is activated under GL Configuration.
2. Set User Role Access:
  1. Navigate to Company > Admin > Roles.
  2. Select the applicable role (e.g., Admin).
  3. Click on Subscriptions.
  4. Scroll to the GL section and click on Permissions.
  5. Under the Books section, check the box for "Lock closed periods..".
  6. Save and exit.



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