New Invoice Lock Feature

Lock an invoice to finalize reconciliation and prevent further changes such as regenerating data or applying mass updates.

Table of contents

See it in action

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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

  1. Open the invoice in Benefits Reconciliation
  2. Complete the reconciliation process
  3. Click the lock icon next to the invoice
  4. Confirm the action

Once locked, the invoice will display the lock indicator, showing the reconciliation period is closed for editing.

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Written by
Andrey Brych
Head of Marketing
Andrey is a Head of Marketing at Tabulera
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