Project Settings

To edit a project’s settings, go to the Settings tab. From here you can:

• Edit the project’s period
• Edit the project’s contributors
• Update the trial balance (see Create or update a trial balance)
• Export the project (see Export project)

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Lock or delete a project

Deleting — Admin users can delete any project. Locking — If you are an Admin or an assigned Reviewer on the project, you can lock the project once it is complete. Locking prevents further edits. Unlocking — Only an Admin can unlock a locked project. When a project is locked, the following are disabled:

• Reconciliation/un-reconciliation of line items
• Journal entry creation/editing
• Ignoring/un-ignoring line items
• Editing the Chart of Accounts
• Settings page (except the exports section)
• Editing .xlsx files through SharePoint
• Editing documents

You can still:

• View documents, trial balance, and journal entries
• Export PDFs and CSVs from the project
• Download documents