New Invoice Lock Feature

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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

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.

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Written by

Andrey Brych

Head of Marketing

Andrey is a Head of Marketing at Tabulera

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New Invoice Lock Feature

Table of contents

What Locking Does

When to Use It

How to Lock a Reconciliation Period

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