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Account Lock Date Update

account_lock_date_update folder_open OCA/account-financial-tools open_in_new
Uncategorised License: AGPL-3

Allow an Account adviser to update accounting lock dates.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets accounting advisers set or change the company's accounting lock dates from a simple wizard, without needing full technical settings access. It adds a 'Lock Dates' menu under Accounting.

This module adds a small wizard screen that accounting advisers can use to update the company's accounting lock dates. It appears as a 'Lock Dates' menu under the Accounting entries menu.

On the screen you can set several dates: - Reversible lock dates: Sales Lock Date, Purchase Lock Date, Tax Return Lock Date and Global Lock Date. - Irreversible lock date: Hard Lock Date, which cannot be undone and allows no exceptions.

When you open the wizard, the current lock dates of your company are filled in automatically. Pressing the 'Update' button saves the new dates on the company. Only users in the accounting manager group (or administrators) can run the update; other users get an error message. The button itself is only shown to accounting managers.

The wizard checks that no lock date is set in the future: if you try to set a date later than today, it refuses and shows an error naming the field and the date. The hard lock date is described as irreversible and without exceptions.

The module also extends the company model with a helper that builds a redirect action to a list of unreconciled transactions (account.move records), used when lock dates block entries linked to unreconciled bank statement lines.

Depends on

account
Models and fields (2)
  • res.company · extends an existing model
  • account.update.lock_date · new modelcompany_id, tax_lock_date (Tax Return Lock Date), hard_lock_date, sale_lock_date, purchase_lock_date, fiscalyear_lock_date (Global Lock Date)

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 8 confirmed, 1 with no information of 9 versions.

Sources · Odoo 13.0

Confirmed on 2026-11-03 in branch 13.0 of OCA/account-financial-tools.

terminal Installation and usage

OCA documentation · Odoo 19.0

To use this module, you need to be a Billing Administrator and go to:

  • Invoicing -\> Accounting -\> Lock Dates
  • Change values and click on Update button

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.