What Locking Does
When a reconciliation period is locked:
- The invoice becomes read-only
- Users cannot regenerate reconciliation data
- Mass updates and adjustments are disabled
- Reconciliation results are preserved exactly as finalized
This prevents accidental changes after reconciliation has been completed.
When to Use It
Lock the reconciliation period after all discrepancies have been reviewed and resolved.
This confirms the reconciliation results are final.
How to Lock a Reconciliation Period
- Open the invoice in Benefits Reconciliation
- Complete the reconciliation process
- Click the lock icon next to the invoice
- Confirm the action
Once locked, the invoice will display the lock indicator, showing the reconciliation period is closed for editing.
