Overview
Date Locking lets you lock past trading dates at a venue level, preventing anyone from creating or editing transactions on or before the lock date. Once a period is closed, it stays closed — so the figures Wirely reports always match what lands in your accounting platform.
Viewing and exporting historical records stay open. A lock protects changes, not visibility, and future trading dates are unaffected.
What It Means for Your Venue
Closed periods stay closed – once your books are reconciled, the figures behind them stop moving, so a report you ran last month still says the same thing today.
No accidental edits – nobody can quietly amend a number you have already reported on, whether by mistake or from not knowing the period was closed.
Stays aligned with your accounting platform – lock the period before you generate the journal and your Wirely figures cannot drift from your books afterwards.
A record of every change – every lock and reopen is captured automatically with the user and timestamp, so there is no manual tracking to keep.
Who It’s For
The Accountant or Bookkeeper who closes off each period, and any venue that reports Wirely figures into an accounting platform. If your reconciled numbers have ever moved after the fact, this is the control that stops it.
Every lock and reopen is recorded — the trading date, who did it and exactly when.
Getting Started
Date Locking is switched on per venue. Contact Wirely support to have it enabled, then assign the Date Locking permission to the roles that own your period close.
The full walkthrough covers locking your first period, what your team sees on a locked date, reopening a date when you have to, and reading the audit log.
Questions? Contact [email protected].