Lock Historical Expenses / Accounting Periods

Client needs the ability to lock past accounting periods to prevent retroactive modifications to expenses.

Past vendor invoices were modified unintentionally, causing budget discrepancies and reporting errors.

Request: a "lock" or "freeze" mechanism on expenses/entries prior to a given date, similar to the padlock shown on the Gantt scheduler.

Once locked, no user (including admins) should be able to edit amounts, cost codes, or status of historical entries.

This is critical for billing accuracy and client-facing budget transparency.

Impacts: budget tracking, cost code integrity, QuickBooks sync reliability.

Use case: end-of-month or end-of-billing-cycle lockdown before sending client invoices.

Workaround currently used: none — errors are caught manually after the fact.

Priority signal: blocking trust in the budget module; Marie-Pier flagged it as a follow-up topic for the next deep-dive session.

Related: user role/permission controls