Introduction

After going live on ERPNext, whether it is your first ERP or accounting software or migrating from another application, then you need to ensure that recording accounting entries posting to periods earlier than your cutover date (cutover date is the first date on which ERPNext is considered the primary application for recording and processing business transactions and processes, respectively) to ensure the integrity of your data. This is controlled by the Freeze Accounting Entries feature in ERPNext. Below is how to use it.

Freezing Accounting Entries in ERPNext

To freeze accounting entries upto a certain date, follow below given steps.:

Step 1:

1. Go to:

Accounting > Accounting Msters > Accounts Settings

Step 2:

Set Date

Set: set date in the Accounts Frozen Upto field.

Now, the system will not allow to make any accounting entries before set date. If at all someone tries creating entries, system will show error message as below.

You can still allow user with certain role to create/edit entries within accounts frozen date. You can set that Role in the Account Settings itself.