Locked Records

It won't let me change or delete a record!

The Goldenseal accounting software locks records when it would screw up your accounting to change them.

For example, when you've paid for a purchase, you can't change the amount or items purchased, since the expense would then not match the check that paid for it.

Changing Locked Records

To change a locked record, you first need to clear out the items that locked it.

For example, to change a paid material purchase, follow these steps:

1. Locate the transaction that paid for it (choose Payment Transaction from the View menu to see it).
2. Delete the payment, or change its status to Void and save the record.
3. You'll now be able to change the purchase.

Other Locked Records

Here are some other cases where a record will be locked or un-deletable:

• Accounts are locked once you've entered transactions that include them. If the account is inactive, change its status to Inactive or Closed, and it won't show up in menus. You can also clear the account from all transactions that use it.
• Bank transactions are locked once they have been cleared (with something in the Reconcile field at upper right). Clear the Reconcile field, leave the record and come back-- and you'll be able to change it.
• Estimates are locked when they are included in a Project account. Remove them from the Estimate field in the Project and save the record.
• Expense transactions are locked when they are paid, or when they are used in time and materials billing. Clear the payment or bill as described above, and Goldenseal will unlock the expense record.
• Labor Hours are locked once you've run payroll on them. You'll first need to void or delete the paycheck as described above. Then delete the Payroll Record that includes the hours.
• Sales are locked once funds are deposited. Void or delete the Bank Deposit to unlock them.

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