Period Close (web)

It is possible to lock down session data after a period of time in order to prevent retrospective edits. The ‘Period Close’ function prevents users from editing existing sessions and from creating new sessions if the session date is prior to the ‘Period Close’ date. This is particularly useful when data has been checked by management and entered into other systems or incorporated into accounting reports.

Only a User with Administration level access can Close and/or Roll Back a Period.

1. Select Administration, Period Close, + Close Period.
   
   
2. Enter a description and select the date prior to which all sessions are to be locked. Select Save.
   
   
   
   

   This will lock all sessions prior to the specified date. Under ‘Sessions’, these sessions are greyed out, as seen below. These sessions can still be viewed as usual, however no changes can be made, or information deleted.
   
   
3. Should you need to edit a session within a closed period, you can cancel the ‘Period Close’ using the Roll Back button. You will receive a notification stating ‘The current period close date will be rolled back’. Select OK to continue.
   

• Related Articles

• Administration Overview (web & app)

  The Administration section of StockMate allows clients to manage many tenant related settings. It is highly recommended to use StockMate with a Chromium-based Web browser (Chrome, Edge etc.). Using StockMate with other browsers may present issues. ...

• Contracts (web)

  Overview A Contract calculates charges for animals based on a daily Flat Rate and/or a Gain Rate (daily weight-gain rate). This document outlines the following steps to create and report on Contracts: Setup up a New Contract: Define Flat Rate and/or ...

• Contract Charges Report (web)

  The Contract Charges Report allows you to report on Contract Charges for individual animals for any date range. Typically, users would run this report to align with invoicing of the Contract animals; either periodically throughout the contract (e.g., ...

• Register (web & app)

  Go to www.stockmate.online Select Register. It is highly recommended to use StockMate with a Chromium-based Web browser (Chrome, Edge etc.). Using StockMate with other browsers may present issues. Complete the registration form. This will sign you up ...

• Financial Subscription (web)

  The Financial Module can be subscribed to at any time. On initial subscription you will be offered a 30 day trial to review the Financials functionality. Additional subscription fees will commence once the trial period has expired. Administrator ...