finding the changes: in reports - company reports - audit trail report.  I can't walk you through searching on this report because mine errors out and Sage support is a $3000 joke.  in functioning software, this is where you would find recent changes to prior period transactions.

lock a period: i think you can only roll forward a year at a time (every year outside of the 2 open years is locked).  again, real accounting software would let you lock and unlock by month as needed and users have suggested this for over a decade, we shouldn't hold our breath about it.  if you need to make adjustments in a closed period, you have to use the import function to make changes to closed periods.

Hi Josh,

Is the year one of the 2 in an open period?   If yes, you can make the entry. 

You can go into Maintain > Users> settings > (company area)  and prevent a person from entering information in the previous periods.

The periods are usually moved out of Sage AFTER the tax return is completed.  That prevents people from Changing data that has been reported to the taxing authorities.

If you need a transaction pushed into a period that is not open in Sage, I can remote in and help you do that, but there is a fee for my service.

Kind regards,

Shirley Byard

BestBusinessstrategies.com

304-233-2612