Lock Policies in FeePlus allow businesses to control when certain financial or calendar actions can be performed.<\/p>\n\n\n\n
They help prevent:<\/p>\n\n\n\n
Lock Policies apply to Invoice<\/strong>, Payment<\/strong>, and Calendar Events<\/strong>, and are managed from:<\/p>\n\n\n\nBusiness Settings \u2192 Financial \u2192 Invoice \/ Payment<\/strong><\/p>\n\n\n\nBusiness Settings \u2192 Calendar \u2192 Lock Policy<\/strong><\/p>\n\n\n\n\nNeed help configuring a Lock Policy for a specific business situation?<\/strong>See the FeePlus Lock Policy: Admin Training Guide<\/a> for step-by-step scenarios, including month-end invoice locks, preventing backdated invoices, payment controls, event attendance cutoffs, and manager overrides.<\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n2. Lock Policy Concepts<\/h2>\n\n\n\nFeePlus supports two types of lock rules:<\/p>\n\n\n\nA. Fixed Period Lock<\/h3>\n\n\n\nA specific date range is locked.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nLocked from 2026\u201107\u201101 <\/strong>to 2026\u201107\u201131<\/strong><\/p>\n<\/blockquote>\n\n\n\nActions falling inside this period are blocked.<\/p>\n\n\n\nUse cases:<\/p>\n\n\n\n\nMonth\u2011end closing<\/li>\n\n\n\nTax periods<\/li>\n\n\n\nSemester\/term closing<\/li>\n\n\n\nFinancial audit windows<\/li>\n<\/ul>\n\n\n\nB. Relative Cutoff Lock<\/h3>\n\n\n\nActions are locked based on how old the record is.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nLocked for records older than 5 days<\/strong>(before 2026\u201108\u201116)<\/p>\n<\/blockquote>\n\n\n\nUse cases:<\/p>\n\n\n\n\nPrevent backdated invoices<\/li>\n\n\n\nPrevent late payment edits<\/li>\n\n\n\nPrevent changing event participation after event ends<\/li>\n\n\n\nPrevent modifying attendance after X days<\/li>\n<\/ul>\n\n\n\n\n\n\n\n3. Where Lock Policies Are Configured<\/h2>\n\n\n\nFinancial \u2192 Invoice Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nInvoice Create<\/li>\n\n\n\nInvoice Edit<\/li>\n\n\n\nInvoice Delete<\/li>\n<\/ul>\n\n\n\nFinancial \u2192 Payment Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nPayment Create<\/li>\n\n\n\nPayment Edit<\/li>\n\n\n\nPayment Delete<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nCalendar \u2192 Calendar Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nEvent Create<\/li>\n\n\n\nEvent Edit<\/li>\n\n\n\nEvent Delete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nEach module has its own table showing:<\/p>\n\n\n\n\nAction<\/li>\n\n\n\nRule Type<\/li>\n\n\n\nDescription<\/li>\n\n\n\nEnabled status<\/li>\n<\/ul>\n\n\n\n\n\n\n\n4. Understanding Lock Actions<\/h2>\n\n\n\nInvoice Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating invoices on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing invoices inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting invoices inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nPayment Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating payments on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing payments inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting payments inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCalendar Event Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating events on locked dates<\/td><\/tr>Edit<\/td>Prevent editing events inside locked periods<\/td><\/tr>Delete<\/td>Prevent deleting events inside locked periods<\/td><\/tr>Add Participant<\/td>Prevent adding participants after cutoff or after event ends<\/td><\/tr>Change Participant<\/td>Prevent changing participation after cutoff or after event ends<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n\n\n\n\n5. Adding a Lock Policy (Modal UI)<\/h2>\n\n\n\nWhen you click Add New, you will see a modal with:<\/p>\n\n\n\n<\/figure>\n\n\n\nA. Action<\/h3>\n\n\n\nChoose what action to lock:<\/p>\n\n\n\n\nCreate<\/li>\n\n\n\nEdit<\/li>\n\n\n\nDelete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\nB. Rule Type<\/h3>\n\n\n\nChoose lock type:<\/p>\n\n\n\n\nFixed Period<\/strong> \u2192 Start Date + End Date<\/li>\n\n\n\nRelative Cutoff<\/strong> \u2192 Lock Before X days<\/li>\n<\/ul>\n\n\n\nC. Severity<\/h3>\n\n\n\n\nSoft <\/strong>\u2192 User sees warning but can override<\/li>\n\n\n\nHard<\/strong> \u2192 No override allowed<\/li>\n<\/ul>\n\n\n\nD. Override Permissions<\/h3>\n\n\n\nDefine which roles\/modules can override the lock.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nModule: Financial<\/strong><\/li>\n\n\n\nAction: Edit<\/strong><\/li>\n<\/ul>\n\n\n\nThis means users with Financial\u2011Edit permission can override the lock.<\/p>\n\n\n\nE. Enabled<\/h3>\n\n\n\nTurn the lock on\/off.<\/p>\n\n\n\nF. Notes<\/h3>\n\n\n\nOptional internal notes for admins.<\/p>\n\n\n\nDuplicate Detection<\/h3>\n\n\n\nIf a lock already exists for the same action + rule type, FeePlus shows:<\/p>\n\n\n\n\nLock policy already exists. [Edit It Now]<\/strong><\/p>\n<\/blockquote>\n\n\n\nOne type of Lock Policy can only be created once. You can chose to edit from the create modal if you would want to update the settings.<\/figcaption><\/figure>\n\n\n\n\n\n\n\n6. How Lock Alerts Work (UI Behavior)<\/h2>\n\n\n\nWhen a user performs an action that is locked:<\/p>\n\n\n\nA. Soft Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nAn Override<\/strong> button (if overriding is allowed)<\/li>\n<\/ul>\n\n\n\nSample soft lock restriction screenshot with Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nB. Hard Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nNo override button<\/strong><\/li>\n<\/ul>\n\n\n\nSample hard lock restriction screenshot without<\/em> Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nLock Message Examples<\/h3>\n\n\n\n\nInvoice cannot be created because the invoice date is locked.<\/li>\n\n\n\nPayment cannot be edited because the payment is locked.<\/li>\n\n\n\nParticipation cannot be changed because the event instance is locked.<\/li>\n<\/ul>\n\n\n\nLock Details<\/h3>\n\n\n\nThe UI also shows:<\/p>\n\n\n\n\nLock type<\/li>\n\n\n\nDate range or cutoff<\/li>\n\n\n\nReason<\/li>\n\n\n\nSeverity<\/li>\n<\/ul>\n\n\n\n\n\n\n\n7. Override Flow<\/h2>\n\n\n\nFeePlus supports override for soft\u2011severity<\/strong> lock policies, but only when no other hard lock<\/strong> is active.<\/p>\n\n\n\nA user may override a lock only if all conditions below are met<\/strong>:<\/p>\n\n\n\n\nThe lock policy is soft<\/strong>, and<\/li>\n\n\n\nThe user has the required override permission<\/strong>, and<\/li>\n\n\n\nThere is no other hard lock triggered by<\/strong>:\n\nA user\u2011defined hard-severity<\/strong> lock policy<\/li>\n\n\n\nA system\u2011enforced lock such as:\n\nFinalized tax period<\/li>\n\n\n\nE\u2011invoice validated invoice<\/li>\n\n\n\nSettled payment<\/li>\n\n\n\nAny other system\u2011coded hard lock<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\nWhen any hard lock is present, the Override Lock <\/strong>button will not<\/strong> appear, even if a soft lock also applies.<\/p>\n\n\n\nBecause the tax period is finalized<\/strong>, the Override Lock<\/strong> button is not available\u2014even if the fixed-period or relative-cutoff policy would otherwise allow an override.<\/figcaption><\/figure>\n\n\n\nIf the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
Business Settings \u2192 Financial \u2192 Invoice \/ Payment<\/strong><\/p>\n\n\n\nBusiness Settings \u2192 Calendar \u2192 Lock Policy<\/strong><\/p>\n\n\n\n\nNeed help configuring a Lock Policy for a specific business situation?<\/strong>See the FeePlus Lock Policy: Admin Training Guide<\/a> for step-by-step scenarios, including month-end invoice locks, preventing backdated invoices, payment controls, event attendance cutoffs, and manager overrides.<\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n2. Lock Policy Concepts<\/h2>\n\n\n\nFeePlus supports two types of lock rules:<\/p>\n\n\n\nA. Fixed Period Lock<\/h3>\n\n\n\nA specific date range is locked.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nLocked from 2026\u201107\u201101 <\/strong>to 2026\u201107\u201131<\/strong><\/p>\n<\/blockquote>\n\n\n\nActions falling inside this period are blocked.<\/p>\n\n\n\nUse cases:<\/p>\n\n\n\n\nMonth\u2011end closing<\/li>\n\n\n\nTax periods<\/li>\n\n\n\nSemester\/term closing<\/li>\n\n\n\nFinancial audit windows<\/li>\n<\/ul>\n\n\n\nB. Relative Cutoff Lock<\/h3>\n\n\n\nActions are locked based on how old the record is.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nLocked for records older than 5 days<\/strong>(before 2026\u201108\u201116)<\/p>\n<\/blockquote>\n\n\n\nUse cases:<\/p>\n\n\n\n\nPrevent backdated invoices<\/li>\n\n\n\nPrevent late payment edits<\/li>\n\n\n\nPrevent changing event participation after event ends<\/li>\n\n\n\nPrevent modifying attendance after X days<\/li>\n<\/ul>\n\n\n\n\n\n\n\n3. Where Lock Policies Are Configured<\/h2>\n\n\n\nFinancial \u2192 Invoice Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nInvoice Create<\/li>\n\n\n\nInvoice Edit<\/li>\n\n\n\nInvoice Delete<\/li>\n<\/ul>\n\n\n\nFinancial \u2192 Payment Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nPayment Create<\/li>\n\n\n\nPayment Edit<\/li>\n\n\n\nPayment Delete<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nCalendar \u2192 Calendar Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nEvent Create<\/li>\n\n\n\nEvent Edit<\/li>\n\n\n\nEvent Delete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nEach module has its own table showing:<\/p>\n\n\n\n\nAction<\/li>\n\n\n\nRule Type<\/li>\n\n\n\nDescription<\/li>\n\n\n\nEnabled status<\/li>\n<\/ul>\n\n\n\n\n\n\n\n4. Understanding Lock Actions<\/h2>\n\n\n\nInvoice Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating invoices on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing invoices inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting invoices inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nPayment Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating payments on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing payments inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting payments inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCalendar Event Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating events on locked dates<\/td><\/tr>Edit<\/td>Prevent editing events inside locked periods<\/td><\/tr>Delete<\/td>Prevent deleting events inside locked periods<\/td><\/tr>Add Participant<\/td>Prevent adding participants after cutoff or after event ends<\/td><\/tr>Change Participant<\/td>Prevent changing participation after cutoff or after event ends<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n\n\n\n\n5. Adding a Lock Policy (Modal UI)<\/h2>\n\n\n\nWhen you click Add New, you will see a modal with:<\/p>\n\n\n\n<\/figure>\n\n\n\nA. Action<\/h3>\n\n\n\nChoose what action to lock:<\/p>\n\n\n\n\nCreate<\/li>\n\n\n\nEdit<\/li>\n\n\n\nDelete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\nB. Rule Type<\/h3>\n\n\n\nChoose lock type:<\/p>\n\n\n\n\nFixed Period<\/strong> \u2192 Start Date + End Date<\/li>\n\n\n\nRelative Cutoff<\/strong> \u2192 Lock Before X days<\/li>\n<\/ul>\n\n\n\nC. Severity<\/h3>\n\n\n\n\nSoft <\/strong>\u2192 User sees warning but can override<\/li>\n\n\n\nHard<\/strong> \u2192 No override allowed<\/li>\n<\/ul>\n\n\n\nD. Override Permissions<\/h3>\n\n\n\nDefine which roles\/modules can override the lock.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nModule: Financial<\/strong><\/li>\n\n\n\nAction: Edit<\/strong><\/li>\n<\/ul>\n\n\n\nThis means users with Financial\u2011Edit permission can override the lock.<\/p>\n\n\n\nE. Enabled<\/h3>\n\n\n\nTurn the lock on\/off.<\/p>\n\n\n\nF. Notes<\/h3>\n\n\n\nOptional internal notes for admins.<\/p>\n\n\n\nDuplicate Detection<\/h3>\n\n\n\nIf a lock already exists for the same action + rule type, FeePlus shows:<\/p>\n\n\n\n\nLock policy already exists. [Edit It Now]<\/strong><\/p>\n<\/blockquote>\n\n\n\nOne type of Lock Policy can only be created once. You can chose to edit from the create modal if you would want to update the settings.<\/figcaption><\/figure>\n\n\n\n\n\n\n\n6. How Lock Alerts Work (UI Behavior)<\/h2>\n\n\n\nWhen a user performs an action that is locked:<\/p>\n\n\n\nA. Soft Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nAn Override<\/strong> button (if overriding is allowed)<\/li>\n<\/ul>\n\n\n\nSample soft lock restriction screenshot with Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nB. Hard Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nNo override button<\/strong><\/li>\n<\/ul>\n\n\n\nSample hard lock restriction screenshot without<\/em> Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nLock Message Examples<\/h3>\n\n\n\n\nInvoice cannot be created because the invoice date is locked.<\/li>\n\n\n\nPayment cannot be edited because the payment is locked.<\/li>\n\n\n\nParticipation cannot be changed because the event instance is locked.<\/li>\n<\/ul>\n\n\n\nLock Details<\/h3>\n\n\n\nThe UI also shows:<\/p>\n\n\n\n\nLock type<\/li>\n\n\n\nDate range or cutoff<\/li>\n\n\n\nReason<\/li>\n\n\n\nSeverity<\/li>\n<\/ul>\n\n\n\n\n\n\n\n7. Override Flow<\/h2>\n\n\n\nFeePlus supports override for soft\u2011severity<\/strong> lock policies, but only when no other hard lock<\/strong> is active.<\/p>\n\n\n\nA user may override a lock only if all conditions below are met<\/strong>:<\/p>\n\n\n\n\nThe lock policy is soft<\/strong>, and<\/li>\n\n\n\nThe user has the required override permission<\/strong>, and<\/li>\n\n\n\nThere is no other hard lock triggered by<\/strong>:\n\nA user\u2011defined hard-severity<\/strong> lock policy<\/li>\n\n\n\nA system\u2011enforced lock such as:\n\nFinalized tax period<\/li>\n\n\n\nE\u2011invoice validated invoice<\/li>\n\n\n\nSettled payment<\/li>\n\n\n\nAny other system\u2011coded hard lock<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\nWhen any hard lock is present, the Override Lock <\/strong>button will not<\/strong> appear, even if a soft lock also applies.<\/p>\n\n\n\nBecause the tax period is finalized<\/strong>, the Override Lock<\/strong> button is not available\u2014even if the fixed-period or relative-cutoff policy would otherwise allow an override.<\/figcaption><\/figure>\n\n\n\nIf the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
Business Settings \u2192 Calendar \u2192 Lock Policy<\/strong><\/p>\n\n\n\n\nNeed help configuring a Lock Policy for a specific business situation?<\/strong>See the FeePlus Lock Policy: Admin Training Guide<\/a> for step-by-step scenarios, including month-end invoice locks, preventing backdated invoices, payment controls, event attendance cutoffs, and manager overrides.<\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n2. Lock Policy Concepts<\/h2>\n\n\n\nFeePlus supports two types of lock rules:<\/p>\n\n\n\nA. Fixed Period Lock<\/h3>\n\n\n\nA specific date range is locked.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nLocked from 2026\u201107\u201101 <\/strong>to 2026\u201107\u201131<\/strong><\/p>\n<\/blockquote>\n\n\n\nActions falling inside this period are blocked.<\/p>\n\n\n\nUse cases:<\/p>\n\n\n\n\nMonth\u2011end closing<\/li>\n\n\n\nTax periods<\/li>\n\n\n\nSemester\/term closing<\/li>\n\n\n\nFinancial audit windows<\/li>\n<\/ul>\n\n\n\nB. Relative Cutoff Lock<\/h3>\n\n\n\nActions are locked based on how old the record is.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nLocked for records older than 5 days<\/strong>(before 2026\u201108\u201116)<\/p>\n<\/blockquote>\n\n\n\nUse cases:<\/p>\n\n\n\n\nPrevent backdated invoices<\/li>\n\n\n\nPrevent late payment edits<\/li>\n\n\n\nPrevent changing event participation after event ends<\/li>\n\n\n\nPrevent modifying attendance after X days<\/li>\n<\/ul>\n\n\n\n\n\n\n\n3. Where Lock Policies Are Configured<\/h2>\n\n\n\nFinancial \u2192 Invoice Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nInvoice Create<\/li>\n\n\n\nInvoice Edit<\/li>\n\n\n\nInvoice Delete<\/li>\n<\/ul>\n\n\n\nFinancial \u2192 Payment Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nPayment Create<\/li>\n\n\n\nPayment Edit<\/li>\n\n\n\nPayment Delete<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nCalendar \u2192 Calendar Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nEvent Create<\/li>\n\n\n\nEvent Edit<\/li>\n\n\n\nEvent Delete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nEach module has its own table showing:<\/p>\n\n\n\n\nAction<\/li>\n\n\n\nRule Type<\/li>\n\n\n\nDescription<\/li>\n\n\n\nEnabled status<\/li>\n<\/ul>\n\n\n\n\n\n\n\n4. Understanding Lock Actions<\/h2>\n\n\n\nInvoice Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating invoices on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing invoices inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting invoices inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nPayment Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating payments on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing payments inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting payments inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCalendar Event Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating events on locked dates<\/td><\/tr>Edit<\/td>Prevent editing events inside locked periods<\/td><\/tr>Delete<\/td>Prevent deleting events inside locked periods<\/td><\/tr>Add Participant<\/td>Prevent adding participants after cutoff or after event ends<\/td><\/tr>Change Participant<\/td>Prevent changing participation after cutoff or after event ends<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n\n\n\n\n5. Adding a Lock Policy (Modal UI)<\/h2>\n\n\n\nWhen you click Add New, you will see a modal with:<\/p>\n\n\n\n<\/figure>\n\n\n\nA. Action<\/h3>\n\n\n\nChoose what action to lock:<\/p>\n\n\n\n\nCreate<\/li>\n\n\n\nEdit<\/li>\n\n\n\nDelete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\nB. Rule Type<\/h3>\n\n\n\nChoose lock type:<\/p>\n\n\n\n\nFixed Period<\/strong> \u2192 Start Date + End Date<\/li>\n\n\n\nRelative Cutoff<\/strong> \u2192 Lock Before X days<\/li>\n<\/ul>\n\n\n\nC. Severity<\/h3>\n\n\n\n\nSoft <\/strong>\u2192 User sees warning but can override<\/li>\n\n\n\nHard<\/strong> \u2192 No override allowed<\/li>\n<\/ul>\n\n\n\nD. Override Permissions<\/h3>\n\n\n\nDefine which roles\/modules can override the lock.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nModule: Financial<\/strong><\/li>\n\n\n\nAction: Edit<\/strong><\/li>\n<\/ul>\n\n\n\nThis means users with Financial\u2011Edit permission can override the lock.<\/p>\n\n\n\nE. Enabled<\/h3>\n\n\n\nTurn the lock on\/off.<\/p>\n\n\n\nF. Notes<\/h3>\n\n\n\nOptional internal notes for admins.<\/p>\n\n\n\nDuplicate Detection<\/h3>\n\n\n\nIf a lock already exists for the same action + rule type, FeePlus shows:<\/p>\n\n\n\n\nLock policy already exists. [Edit It Now]<\/strong><\/p>\n<\/blockquote>\n\n\n\nOne type of Lock Policy can only be created once. You can chose to edit from the create modal if you would want to update the settings.<\/figcaption><\/figure>\n\n\n\n\n\n\n\n6. How Lock Alerts Work (UI Behavior)<\/h2>\n\n\n\nWhen a user performs an action that is locked:<\/p>\n\n\n\nA. Soft Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nAn Override<\/strong> button (if overriding is allowed)<\/li>\n<\/ul>\n\n\n\nSample soft lock restriction screenshot with Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nB. Hard Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nNo override button<\/strong><\/li>\n<\/ul>\n\n\n\nSample hard lock restriction screenshot without<\/em> Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nLock Message Examples<\/h3>\n\n\n\n\nInvoice cannot be created because the invoice date is locked.<\/li>\n\n\n\nPayment cannot be edited because the payment is locked.<\/li>\n\n\n\nParticipation cannot be changed because the event instance is locked.<\/li>\n<\/ul>\n\n\n\nLock Details<\/h3>\n\n\n\nThe UI also shows:<\/p>\n\n\n\n\nLock type<\/li>\n\n\n\nDate range or cutoff<\/li>\n\n\n\nReason<\/li>\n\n\n\nSeverity<\/li>\n<\/ul>\n\n\n\n\n\n\n\n7. Override Flow<\/h2>\n\n\n\nFeePlus supports override for soft\u2011severity<\/strong> lock policies, but only when no other hard lock<\/strong> is active.<\/p>\n\n\n\nA user may override a lock only if all conditions below are met<\/strong>:<\/p>\n\n\n\n\nThe lock policy is soft<\/strong>, and<\/li>\n\n\n\nThe user has the required override permission<\/strong>, and<\/li>\n\n\n\nThere is no other hard lock triggered by<\/strong>:\n\nA user\u2011defined hard-severity<\/strong> lock policy<\/li>\n\n\n\nA system\u2011enforced lock such as:\n\nFinalized tax period<\/li>\n\n\n\nE\u2011invoice validated invoice<\/li>\n\n\n\nSettled payment<\/li>\n\n\n\nAny other system\u2011coded hard lock<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\nWhen any hard lock is present, the Override Lock <\/strong>button will not<\/strong> appear, even if a soft lock also applies.<\/p>\n\n\n\nBecause the tax period is finalized<\/strong>, the Override Lock<\/strong> button is not available\u2014even if the fixed-period or relative-cutoff policy would otherwise allow an override.<\/figcaption><\/figure>\n\n\n\nIf the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
\nNeed help configuring a Lock Policy for a specific business situation?<\/strong>See the FeePlus Lock Policy: Admin Training Guide<\/a> for step-by-step scenarios, including month-end invoice locks, preventing backdated invoices, payment controls, event attendance cutoffs, and manager overrides.<\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n2. Lock Policy Concepts<\/h2>\n\n\n\nFeePlus supports two types of lock rules:<\/p>\n\n\n\nA. Fixed Period Lock<\/h3>\n\n\n\nA specific date range is locked.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nLocked from 2026\u201107\u201101 <\/strong>to 2026\u201107\u201131<\/strong><\/p>\n<\/blockquote>\n\n\n\nActions falling inside this period are blocked.<\/p>\n\n\n\nUse cases:<\/p>\n\n\n\n\nMonth\u2011end closing<\/li>\n\n\n\nTax periods<\/li>\n\n\n\nSemester\/term closing<\/li>\n\n\n\nFinancial audit windows<\/li>\n<\/ul>\n\n\n\nB. Relative Cutoff Lock<\/h3>\n\n\n\nActions are locked based on how old the record is.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nLocked for records older than 5 days<\/strong>(before 2026\u201108\u201116)<\/p>\n<\/blockquote>\n\n\n\nUse cases:<\/p>\n\n\n\n\nPrevent backdated invoices<\/li>\n\n\n\nPrevent late payment edits<\/li>\n\n\n\nPrevent changing event participation after event ends<\/li>\n\n\n\nPrevent modifying attendance after X days<\/li>\n<\/ul>\n\n\n\n\n\n\n\n3. Where Lock Policies Are Configured<\/h2>\n\n\n\nFinancial \u2192 Invoice Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nInvoice Create<\/li>\n\n\n\nInvoice Edit<\/li>\n\n\n\nInvoice Delete<\/li>\n<\/ul>\n\n\n\nFinancial \u2192 Payment Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nPayment Create<\/li>\n\n\n\nPayment Edit<\/li>\n\n\n\nPayment Delete<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nCalendar \u2192 Calendar Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nEvent Create<\/li>\n\n\n\nEvent Edit<\/li>\n\n\n\nEvent Delete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nEach module has its own table showing:<\/p>\n\n\n\n\nAction<\/li>\n\n\n\nRule Type<\/li>\n\n\n\nDescription<\/li>\n\n\n\nEnabled status<\/li>\n<\/ul>\n\n\n\n\n\n\n\n4. Understanding Lock Actions<\/h2>\n\n\n\nInvoice Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating invoices on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing invoices inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting invoices inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nPayment Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating payments on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing payments inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting payments inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCalendar Event Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating events on locked dates<\/td><\/tr>Edit<\/td>Prevent editing events inside locked periods<\/td><\/tr>Delete<\/td>Prevent deleting events inside locked periods<\/td><\/tr>Add Participant<\/td>Prevent adding participants after cutoff or after event ends<\/td><\/tr>Change Participant<\/td>Prevent changing participation after cutoff or after event ends<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n\n\n\n\n5. Adding a Lock Policy (Modal UI)<\/h2>\n\n\n\nWhen you click Add New, you will see a modal with:<\/p>\n\n\n\n<\/figure>\n\n\n\nA. Action<\/h3>\n\n\n\nChoose what action to lock:<\/p>\n\n\n\n\nCreate<\/li>\n\n\n\nEdit<\/li>\n\n\n\nDelete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\nB. Rule Type<\/h3>\n\n\n\nChoose lock type:<\/p>\n\n\n\n\nFixed Period<\/strong> \u2192 Start Date + End Date<\/li>\n\n\n\nRelative Cutoff<\/strong> \u2192 Lock Before X days<\/li>\n<\/ul>\n\n\n\nC. Severity<\/h3>\n\n\n\n\nSoft <\/strong>\u2192 User sees warning but can override<\/li>\n\n\n\nHard<\/strong> \u2192 No override allowed<\/li>\n<\/ul>\n\n\n\nD. Override Permissions<\/h3>\n\n\n\nDefine which roles\/modules can override the lock.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nModule: Financial<\/strong><\/li>\n\n\n\nAction: Edit<\/strong><\/li>\n<\/ul>\n\n\n\nThis means users with Financial\u2011Edit permission can override the lock.<\/p>\n\n\n\nE. Enabled<\/h3>\n\n\n\nTurn the lock on\/off.<\/p>\n\n\n\nF. Notes<\/h3>\n\n\n\nOptional internal notes for admins.<\/p>\n\n\n\nDuplicate Detection<\/h3>\n\n\n\nIf a lock already exists for the same action + rule type, FeePlus shows:<\/p>\n\n\n\n\nLock policy already exists. [Edit It Now]<\/strong><\/p>\n<\/blockquote>\n\n\n\nOne type of Lock Policy can only be created once. You can chose to edit from the create modal if you would want to update the settings.<\/figcaption><\/figure>\n\n\n\n\n\n\n\n6. How Lock Alerts Work (UI Behavior)<\/h2>\n\n\n\nWhen a user performs an action that is locked:<\/p>\n\n\n\nA. Soft Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nAn Override<\/strong> button (if overriding is allowed)<\/li>\n<\/ul>\n\n\n\nSample soft lock restriction screenshot with Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nB. Hard Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nNo override button<\/strong><\/li>\n<\/ul>\n\n\n\nSample hard lock restriction screenshot without<\/em> Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nLock Message Examples<\/h3>\n\n\n\n\nInvoice cannot be created because the invoice date is locked.<\/li>\n\n\n\nPayment cannot be edited because the payment is locked.<\/li>\n\n\n\nParticipation cannot be changed because the event instance is locked.<\/li>\n<\/ul>\n\n\n\nLock Details<\/h3>\n\n\n\nThe UI also shows:<\/p>\n\n\n\n\nLock type<\/li>\n\n\n\nDate range or cutoff<\/li>\n\n\n\nReason<\/li>\n\n\n\nSeverity<\/li>\n<\/ul>\n\n\n\n\n\n\n\n7. Override Flow<\/h2>\n\n\n\nFeePlus supports override for soft\u2011severity<\/strong> lock policies, but only when no other hard lock<\/strong> is active.<\/p>\n\n\n\nA user may override a lock only if all conditions below are met<\/strong>:<\/p>\n\n\n\n\nThe lock policy is soft<\/strong>, and<\/li>\n\n\n\nThe user has the required override permission<\/strong>, and<\/li>\n\n\n\nThere is no other hard lock triggered by<\/strong>:\n\nA user\u2011defined hard-severity<\/strong> lock policy<\/li>\n\n\n\nA system\u2011enforced lock such as:\n\nFinalized tax period<\/li>\n\n\n\nE\u2011invoice validated invoice<\/li>\n\n\n\nSettled payment<\/li>\n\n\n\nAny other system\u2011coded hard lock<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\nWhen any hard lock is present, the Override Lock <\/strong>button will not<\/strong> appear, even if a soft lock also applies.<\/p>\n\n\n\nBecause the tax period is finalized<\/strong>, the Override Lock<\/strong> button is not available\u2014even if the fixed-period or relative-cutoff policy would otherwise allow an override.<\/figcaption><\/figure>\n\n\n\nIf the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
Need help configuring a Lock Policy for a specific business situation?<\/strong>See the FeePlus Lock Policy: Admin Training Guide<\/a> for step-by-step scenarios, including month-end invoice locks, preventing backdated invoices, payment controls, event attendance cutoffs, and manager overrides.<\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n2. Lock Policy Concepts<\/h2>\n\n\n\nFeePlus supports two types of lock rules:<\/p>\n\n\n\nA. Fixed Period Lock<\/h3>\n\n\n\nA specific date range is locked.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nLocked from 2026\u201107\u201101 <\/strong>to 2026\u201107\u201131<\/strong><\/p>\n<\/blockquote>\n\n\n\nActions falling inside this period are blocked.<\/p>\n\n\n\nUse cases:<\/p>\n\n\n\n\nMonth\u2011end closing<\/li>\n\n\n\nTax periods<\/li>\n\n\n\nSemester\/term closing<\/li>\n\n\n\nFinancial audit windows<\/li>\n<\/ul>\n\n\n\nB. Relative Cutoff Lock<\/h3>\n\n\n\nActions are locked based on how old the record is.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nLocked for records older than 5 days<\/strong>(before 2026\u201108\u201116)<\/p>\n<\/blockquote>\n\n\n\nUse cases:<\/p>\n\n\n\n\nPrevent backdated invoices<\/li>\n\n\n\nPrevent late payment edits<\/li>\n\n\n\nPrevent changing event participation after event ends<\/li>\n\n\n\nPrevent modifying attendance after X days<\/li>\n<\/ul>\n\n\n\n\n\n\n\n3. Where Lock Policies Are Configured<\/h2>\n\n\n\nFinancial \u2192 Invoice Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nInvoice Create<\/li>\n\n\n\nInvoice Edit<\/li>\n\n\n\nInvoice Delete<\/li>\n<\/ul>\n\n\n\nFinancial \u2192 Payment Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nPayment Create<\/li>\n\n\n\nPayment Edit<\/li>\n\n\n\nPayment Delete<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nCalendar \u2192 Calendar Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nEvent Create<\/li>\n\n\n\nEvent Edit<\/li>\n\n\n\nEvent Delete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nEach module has its own table showing:<\/p>\n\n\n\n\nAction<\/li>\n\n\n\nRule Type<\/li>\n\n\n\nDescription<\/li>\n\n\n\nEnabled status<\/li>\n<\/ul>\n\n\n\n\n\n\n\n4. Understanding Lock Actions<\/h2>\n\n\n\nInvoice Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating invoices on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing invoices inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting invoices inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nPayment Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating payments on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing payments inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting payments inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCalendar Event Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating events on locked dates<\/td><\/tr>Edit<\/td>Prevent editing events inside locked periods<\/td><\/tr>Delete<\/td>Prevent deleting events inside locked periods<\/td><\/tr>Add Participant<\/td>Prevent adding participants after cutoff or after event ends<\/td><\/tr>Change Participant<\/td>Prevent changing participation after cutoff or after event ends<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n\n\n\n\n5. Adding a Lock Policy (Modal UI)<\/h2>\n\n\n\nWhen you click Add New, you will see a modal with:<\/p>\n\n\n\n<\/figure>\n\n\n\nA. Action<\/h3>\n\n\n\nChoose what action to lock:<\/p>\n\n\n\n\nCreate<\/li>\n\n\n\nEdit<\/li>\n\n\n\nDelete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\nB. Rule Type<\/h3>\n\n\n\nChoose lock type:<\/p>\n\n\n\n\nFixed Period<\/strong> \u2192 Start Date + End Date<\/li>\n\n\n\nRelative Cutoff<\/strong> \u2192 Lock Before X days<\/li>\n<\/ul>\n\n\n\nC. Severity<\/h3>\n\n\n\n\nSoft <\/strong>\u2192 User sees warning but can override<\/li>\n\n\n\nHard<\/strong> \u2192 No override allowed<\/li>\n<\/ul>\n\n\n\nD. Override Permissions<\/h3>\n\n\n\nDefine which roles\/modules can override the lock.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nModule: Financial<\/strong><\/li>\n\n\n\nAction: Edit<\/strong><\/li>\n<\/ul>\n\n\n\nThis means users with Financial\u2011Edit permission can override the lock.<\/p>\n\n\n\nE. Enabled<\/h3>\n\n\n\nTurn the lock on\/off.<\/p>\n\n\n\nF. Notes<\/h3>\n\n\n\nOptional internal notes for admins.<\/p>\n\n\n\nDuplicate Detection<\/h3>\n\n\n\nIf a lock already exists for the same action + rule type, FeePlus shows:<\/p>\n\n\n\n\nLock policy already exists. [Edit It Now]<\/strong><\/p>\n<\/blockquote>\n\n\n\nOne type of Lock Policy can only be created once. You can chose to edit from the create modal if you would want to update the settings.<\/figcaption><\/figure>\n\n\n\n\n\n\n\n6. How Lock Alerts Work (UI Behavior)<\/h2>\n\n\n\nWhen a user performs an action that is locked:<\/p>\n\n\n\nA. Soft Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nAn Override<\/strong> button (if overriding is allowed)<\/li>\n<\/ul>\n\n\n\nSample soft lock restriction screenshot with Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nB. Hard Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nNo override button<\/strong><\/li>\n<\/ul>\n\n\n\nSample hard lock restriction screenshot without<\/em> Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nLock Message Examples<\/h3>\n\n\n\n\nInvoice cannot be created because the invoice date is locked.<\/li>\n\n\n\nPayment cannot be edited because the payment is locked.<\/li>\n\n\n\nParticipation cannot be changed because the event instance is locked.<\/li>\n<\/ul>\n\n\n\nLock Details<\/h3>\n\n\n\nThe UI also shows:<\/p>\n\n\n\n\nLock type<\/li>\n\n\n\nDate range or cutoff<\/li>\n\n\n\nReason<\/li>\n\n\n\nSeverity<\/li>\n<\/ul>\n\n\n\n\n\n\n\n7. Override Flow<\/h2>\n\n\n\nFeePlus supports override for soft\u2011severity<\/strong> lock policies, but only when no other hard lock<\/strong> is active.<\/p>\n\n\n\nA user may override a lock only if all conditions below are met<\/strong>:<\/p>\n\n\n\n\nThe lock policy is soft<\/strong>, and<\/li>\n\n\n\nThe user has the required override permission<\/strong>, and<\/li>\n\n\n\nThere is no other hard lock triggered by<\/strong>:\n\nA user\u2011defined hard-severity<\/strong> lock policy<\/li>\n\n\n\nA system\u2011enforced lock such as:\n\nFinalized tax period<\/li>\n\n\n\nE\u2011invoice validated invoice<\/li>\n\n\n\nSettled payment<\/li>\n\n\n\nAny other system\u2011coded hard lock<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\nWhen any hard lock is present, the Override Lock <\/strong>button will not<\/strong> appear, even if a soft lock also applies.<\/p>\n\n\n\nBecause the tax period is finalized<\/strong>, the Override Lock<\/strong> button is not available\u2014even if the fixed-period or relative-cutoff policy would otherwise allow an override.<\/figcaption><\/figure>\n\n\n\nIf the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
FeePlus supports two types of lock rules:<\/p>\n\n\n\n
A specific date range is locked.<\/p>\n\n\n\n
Example:<\/p>\n\n\n\n
\nLocked from 2026\u201107\u201101 <\/strong>to 2026\u201107\u201131<\/strong><\/p>\n<\/blockquote>\n\n\n\nActions falling inside this period are blocked.<\/p>\n\n\n\nUse cases:<\/p>\n\n\n\n\nMonth\u2011end closing<\/li>\n\n\n\nTax periods<\/li>\n\n\n\nSemester\/term closing<\/li>\n\n\n\nFinancial audit windows<\/li>\n<\/ul>\n\n\n\nB. Relative Cutoff Lock<\/h3>\n\n\n\nActions are locked based on how old the record is.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nLocked for records older than 5 days<\/strong>(before 2026\u201108\u201116)<\/p>\n<\/blockquote>\n\n\n\nUse cases:<\/p>\n\n\n\n\nPrevent backdated invoices<\/li>\n\n\n\nPrevent late payment edits<\/li>\n\n\n\nPrevent changing event participation after event ends<\/li>\n\n\n\nPrevent modifying attendance after X days<\/li>\n<\/ul>\n\n\n\n\n\n\n\n3. Where Lock Policies Are Configured<\/h2>\n\n\n\nFinancial \u2192 Invoice Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nInvoice Create<\/li>\n\n\n\nInvoice Edit<\/li>\n\n\n\nInvoice Delete<\/li>\n<\/ul>\n\n\n\nFinancial \u2192 Payment Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nPayment Create<\/li>\n\n\n\nPayment Edit<\/li>\n\n\n\nPayment Delete<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nCalendar \u2192 Calendar Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nEvent Create<\/li>\n\n\n\nEvent Edit<\/li>\n\n\n\nEvent Delete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nEach module has its own table showing:<\/p>\n\n\n\n\nAction<\/li>\n\n\n\nRule Type<\/li>\n\n\n\nDescription<\/li>\n\n\n\nEnabled status<\/li>\n<\/ul>\n\n\n\n\n\n\n\n4. Understanding Lock Actions<\/h2>\n\n\n\nInvoice Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating invoices on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing invoices inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting invoices inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nPayment Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating payments on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing payments inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting payments inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCalendar Event Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating events on locked dates<\/td><\/tr>Edit<\/td>Prevent editing events inside locked periods<\/td><\/tr>Delete<\/td>Prevent deleting events inside locked periods<\/td><\/tr>Add Participant<\/td>Prevent adding participants after cutoff or after event ends<\/td><\/tr>Change Participant<\/td>Prevent changing participation after cutoff or after event ends<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n\n\n\n\n5. Adding a Lock Policy (Modal UI)<\/h2>\n\n\n\nWhen you click Add New, you will see a modal with:<\/p>\n\n\n\n<\/figure>\n\n\n\nA. Action<\/h3>\n\n\n\nChoose what action to lock:<\/p>\n\n\n\n\nCreate<\/li>\n\n\n\nEdit<\/li>\n\n\n\nDelete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\nB. Rule Type<\/h3>\n\n\n\nChoose lock type:<\/p>\n\n\n\n\nFixed Period<\/strong> \u2192 Start Date + End Date<\/li>\n\n\n\nRelative Cutoff<\/strong> \u2192 Lock Before X days<\/li>\n<\/ul>\n\n\n\nC. Severity<\/h3>\n\n\n\n\nSoft <\/strong>\u2192 User sees warning but can override<\/li>\n\n\n\nHard<\/strong> \u2192 No override allowed<\/li>\n<\/ul>\n\n\n\nD. Override Permissions<\/h3>\n\n\n\nDefine which roles\/modules can override the lock.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nModule: Financial<\/strong><\/li>\n\n\n\nAction: Edit<\/strong><\/li>\n<\/ul>\n\n\n\nThis means users with Financial\u2011Edit permission can override the lock.<\/p>\n\n\n\nE. Enabled<\/h3>\n\n\n\nTurn the lock on\/off.<\/p>\n\n\n\nF. Notes<\/h3>\n\n\n\nOptional internal notes for admins.<\/p>\n\n\n\nDuplicate Detection<\/h3>\n\n\n\nIf a lock already exists for the same action + rule type, FeePlus shows:<\/p>\n\n\n\n\nLock policy already exists. [Edit It Now]<\/strong><\/p>\n<\/blockquote>\n\n\n\nOne type of Lock Policy can only be created once. You can chose to edit from the create modal if you would want to update the settings.<\/figcaption><\/figure>\n\n\n\n\n\n\n\n6. How Lock Alerts Work (UI Behavior)<\/h2>\n\n\n\nWhen a user performs an action that is locked:<\/p>\n\n\n\nA. Soft Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nAn Override<\/strong> button (if overriding is allowed)<\/li>\n<\/ul>\n\n\n\nSample soft lock restriction screenshot with Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nB. Hard Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nNo override button<\/strong><\/li>\n<\/ul>\n\n\n\nSample hard lock restriction screenshot without<\/em> Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nLock Message Examples<\/h3>\n\n\n\n\nInvoice cannot be created because the invoice date is locked.<\/li>\n\n\n\nPayment cannot be edited because the payment is locked.<\/li>\n\n\n\nParticipation cannot be changed because the event instance is locked.<\/li>\n<\/ul>\n\n\n\nLock Details<\/h3>\n\n\n\nThe UI also shows:<\/p>\n\n\n\n\nLock type<\/li>\n\n\n\nDate range or cutoff<\/li>\n\n\n\nReason<\/li>\n\n\n\nSeverity<\/li>\n<\/ul>\n\n\n\n\n\n\n\n7. Override Flow<\/h2>\n\n\n\nFeePlus supports override for soft\u2011severity<\/strong> lock policies, but only when no other hard lock<\/strong> is active.<\/p>\n\n\n\nA user may override a lock only if all conditions below are met<\/strong>:<\/p>\n\n\n\n\nThe lock policy is soft<\/strong>, and<\/li>\n\n\n\nThe user has the required override permission<\/strong>, and<\/li>\n\n\n\nThere is no other hard lock triggered by<\/strong>:\n\nA user\u2011defined hard-severity<\/strong> lock policy<\/li>\n\n\n\nA system\u2011enforced lock such as:\n\nFinalized tax period<\/li>\n\n\n\nE\u2011invoice validated invoice<\/li>\n\n\n\nSettled payment<\/li>\n\n\n\nAny other system\u2011coded hard lock<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\nWhen any hard lock is present, the Override Lock <\/strong>button will not<\/strong> appear, even if a soft lock also applies.<\/p>\n\n\n\nBecause the tax period is finalized<\/strong>, the Override Lock<\/strong> button is not available\u2014even if the fixed-period or relative-cutoff policy would otherwise allow an override.<\/figcaption><\/figure>\n\n\n\nIf the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
Locked from 2026\u201107\u201101 <\/strong>to 2026\u201107\u201131<\/strong><\/p>\n<\/blockquote>\n\n\n\nActions falling inside this period are blocked.<\/p>\n\n\n\nUse cases:<\/p>\n\n\n\n\nMonth\u2011end closing<\/li>\n\n\n\nTax periods<\/li>\n\n\n\nSemester\/term closing<\/li>\n\n\n\nFinancial audit windows<\/li>\n<\/ul>\n\n\n\nB. Relative Cutoff Lock<\/h3>\n\n\n\nActions are locked based on how old the record is.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nLocked for records older than 5 days<\/strong>(before 2026\u201108\u201116)<\/p>\n<\/blockquote>\n\n\n\nUse cases:<\/p>\n\n\n\n\nPrevent backdated invoices<\/li>\n\n\n\nPrevent late payment edits<\/li>\n\n\n\nPrevent changing event participation after event ends<\/li>\n\n\n\nPrevent modifying attendance after X days<\/li>\n<\/ul>\n\n\n\n\n\n\n\n3. Where Lock Policies Are Configured<\/h2>\n\n\n\nFinancial \u2192 Invoice Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nInvoice Create<\/li>\n\n\n\nInvoice Edit<\/li>\n\n\n\nInvoice Delete<\/li>\n<\/ul>\n\n\n\nFinancial \u2192 Payment Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nPayment Create<\/li>\n\n\n\nPayment Edit<\/li>\n\n\n\nPayment Delete<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nCalendar \u2192 Calendar Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nEvent Create<\/li>\n\n\n\nEvent Edit<\/li>\n\n\n\nEvent Delete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nEach module has its own table showing:<\/p>\n\n\n\n\nAction<\/li>\n\n\n\nRule Type<\/li>\n\n\n\nDescription<\/li>\n\n\n\nEnabled status<\/li>\n<\/ul>\n\n\n\n\n\n\n\n4. Understanding Lock Actions<\/h2>\n\n\n\nInvoice Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating invoices on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing invoices inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting invoices inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nPayment Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating payments on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing payments inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting payments inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCalendar Event Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating events on locked dates<\/td><\/tr>Edit<\/td>Prevent editing events inside locked periods<\/td><\/tr>Delete<\/td>Prevent deleting events inside locked periods<\/td><\/tr>Add Participant<\/td>Prevent adding participants after cutoff or after event ends<\/td><\/tr>Change Participant<\/td>Prevent changing participation after cutoff or after event ends<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n\n\n\n\n5. Adding a Lock Policy (Modal UI)<\/h2>\n\n\n\nWhen you click Add New, you will see a modal with:<\/p>\n\n\n\n<\/figure>\n\n\n\nA. Action<\/h3>\n\n\n\nChoose what action to lock:<\/p>\n\n\n\n\nCreate<\/li>\n\n\n\nEdit<\/li>\n\n\n\nDelete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\nB. Rule Type<\/h3>\n\n\n\nChoose lock type:<\/p>\n\n\n\n\nFixed Period<\/strong> \u2192 Start Date + End Date<\/li>\n\n\n\nRelative Cutoff<\/strong> \u2192 Lock Before X days<\/li>\n<\/ul>\n\n\n\nC. Severity<\/h3>\n\n\n\n\nSoft <\/strong>\u2192 User sees warning but can override<\/li>\n\n\n\nHard<\/strong> \u2192 No override allowed<\/li>\n<\/ul>\n\n\n\nD. Override Permissions<\/h3>\n\n\n\nDefine which roles\/modules can override the lock.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nModule: Financial<\/strong><\/li>\n\n\n\nAction: Edit<\/strong><\/li>\n<\/ul>\n\n\n\nThis means users with Financial\u2011Edit permission can override the lock.<\/p>\n\n\n\nE. Enabled<\/h3>\n\n\n\nTurn the lock on\/off.<\/p>\n\n\n\nF. Notes<\/h3>\n\n\n\nOptional internal notes for admins.<\/p>\n\n\n\nDuplicate Detection<\/h3>\n\n\n\nIf a lock already exists for the same action + rule type, FeePlus shows:<\/p>\n\n\n\n\nLock policy already exists. [Edit It Now]<\/strong><\/p>\n<\/blockquote>\n\n\n\nOne type of Lock Policy can only be created once. You can chose to edit from the create modal if you would want to update the settings.<\/figcaption><\/figure>\n\n\n\n\n\n\n\n6. How Lock Alerts Work (UI Behavior)<\/h2>\n\n\n\nWhen a user performs an action that is locked:<\/p>\n\n\n\nA. Soft Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nAn Override<\/strong> button (if overriding is allowed)<\/li>\n<\/ul>\n\n\n\nSample soft lock restriction screenshot with Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nB. Hard Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nNo override button<\/strong><\/li>\n<\/ul>\n\n\n\nSample hard lock restriction screenshot without<\/em> Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nLock Message Examples<\/h3>\n\n\n\n\nInvoice cannot be created because the invoice date is locked.<\/li>\n\n\n\nPayment cannot be edited because the payment is locked.<\/li>\n\n\n\nParticipation cannot be changed because the event instance is locked.<\/li>\n<\/ul>\n\n\n\nLock Details<\/h3>\n\n\n\nThe UI also shows:<\/p>\n\n\n\n\nLock type<\/li>\n\n\n\nDate range or cutoff<\/li>\n\n\n\nReason<\/li>\n\n\n\nSeverity<\/li>\n<\/ul>\n\n\n\n\n\n\n\n7. Override Flow<\/h2>\n\n\n\nFeePlus supports override for soft\u2011severity<\/strong> lock policies, but only when no other hard lock<\/strong> is active.<\/p>\n\n\n\nA user may override a lock only if all conditions below are met<\/strong>:<\/p>\n\n\n\n\nThe lock policy is soft<\/strong>, and<\/li>\n\n\n\nThe user has the required override permission<\/strong>, and<\/li>\n\n\n\nThere is no other hard lock triggered by<\/strong>:\n\nA user\u2011defined hard-severity<\/strong> lock policy<\/li>\n\n\n\nA system\u2011enforced lock such as:\n\nFinalized tax period<\/li>\n\n\n\nE\u2011invoice validated invoice<\/li>\n\n\n\nSettled payment<\/li>\n\n\n\nAny other system\u2011coded hard lock<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\nWhen any hard lock is present, the Override Lock <\/strong>button will not<\/strong> appear, even if a soft lock also applies.<\/p>\n\n\n\nBecause the tax period is finalized<\/strong>, the Override Lock<\/strong> button is not available\u2014even if the fixed-period or relative-cutoff policy would otherwise allow an override.<\/figcaption><\/figure>\n\n\n\nIf the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
Actions falling inside this period are blocked.<\/p>\n\n\n\n
Use cases:<\/p>\n\n\n\n
Actions are locked based on how old the record is.<\/p>\n\n\n\n
\nLocked for records older than 5 days<\/strong>(before 2026\u201108\u201116)<\/p>\n<\/blockquote>\n\n\n\nUse cases:<\/p>\n\n\n\n\nPrevent backdated invoices<\/li>\n\n\n\nPrevent late payment edits<\/li>\n\n\n\nPrevent changing event participation after event ends<\/li>\n\n\n\nPrevent modifying attendance after X days<\/li>\n<\/ul>\n\n\n\n\n\n\n\n3. Where Lock Policies Are Configured<\/h2>\n\n\n\nFinancial \u2192 Invoice Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nInvoice Create<\/li>\n\n\n\nInvoice Edit<\/li>\n\n\n\nInvoice Delete<\/li>\n<\/ul>\n\n\n\nFinancial \u2192 Payment Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nPayment Create<\/li>\n\n\n\nPayment Edit<\/li>\n\n\n\nPayment Delete<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nCalendar \u2192 Calendar Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nEvent Create<\/li>\n\n\n\nEvent Edit<\/li>\n\n\n\nEvent Delete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nEach module has its own table showing:<\/p>\n\n\n\n\nAction<\/li>\n\n\n\nRule Type<\/li>\n\n\n\nDescription<\/li>\n\n\n\nEnabled status<\/li>\n<\/ul>\n\n\n\n\n\n\n\n4. Understanding Lock Actions<\/h2>\n\n\n\nInvoice Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating invoices on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing invoices inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting invoices inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nPayment Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating payments on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing payments inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting payments inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCalendar Event Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating events on locked dates<\/td><\/tr>Edit<\/td>Prevent editing events inside locked periods<\/td><\/tr>Delete<\/td>Prevent deleting events inside locked periods<\/td><\/tr>Add Participant<\/td>Prevent adding participants after cutoff or after event ends<\/td><\/tr>Change Participant<\/td>Prevent changing participation after cutoff or after event ends<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n\n\n\n\n5. Adding a Lock Policy (Modal UI)<\/h2>\n\n\n\nWhen you click Add New, you will see a modal with:<\/p>\n\n\n\n<\/figure>\n\n\n\nA. Action<\/h3>\n\n\n\nChoose what action to lock:<\/p>\n\n\n\n\nCreate<\/li>\n\n\n\nEdit<\/li>\n\n\n\nDelete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\nB. Rule Type<\/h3>\n\n\n\nChoose lock type:<\/p>\n\n\n\n\nFixed Period<\/strong> \u2192 Start Date + End Date<\/li>\n\n\n\nRelative Cutoff<\/strong> \u2192 Lock Before X days<\/li>\n<\/ul>\n\n\n\nC. Severity<\/h3>\n\n\n\n\nSoft <\/strong>\u2192 User sees warning but can override<\/li>\n\n\n\nHard<\/strong> \u2192 No override allowed<\/li>\n<\/ul>\n\n\n\nD. Override Permissions<\/h3>\n\n\n\nDefine which roles\/modules can override the lock.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nModule: Financial<\/strong><\/li>\n\n\n\nAction: Edit<\/strong><\/li>\n<\/ul>\n\n\n\nThis means users with Financial\u2011Edit permission can override the lock.<\/p>\n\n\n\nE. Enabled<\/h3>\n\n\n\nTurn the lock on\/off.<\/p>\n\n\n\nF. Notes<\/h3>\n\n\n\nOptional internal notes for admins.<\/p>\n\n\n\nDuplicate Detection<\/h3>\n\n\n\nIf a lock already exists for the same action + rule type, FeePlus shows:<\/p>\n\n\n\n\nLock policy already exists. [Edit It Now]<\/strong><\/p>\n<\/blockquote>\n\n\n\nOne type of Lock Policy can only be created once. You can chose to edit from the create modal if you would want to update the settings.<\/figcaption><\/figure>\n\n\n\n\n\n\n\n6. How Lock Alerts Work (UI Behavior)<\/h2>\n\n\n\nWhen a user performs an action that is locked:<\/p>\n\n\n\nA. Soft Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nAn Override<\/strong> button (if overriding is allowed)<\/li>\n<\/ul>\n\n\n\nSample soft lock restriction screenshot with Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nB. Hard Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nNo override button<\/strong><\/li>\n<\/ul>\n\n\n\nSample hard lock restriction screenshot without<\/em> Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nLock Message Examples<\/h3>\n\n\n\n\nInvoice cannot be created because the invoice date is locked.<\/li>\n\n\n\nPayment cannot be edited because the payment is locked.<\/li>\n\n\n\nParticipation cannot be changed because the event instance is locked.<\/li>\n<\/ul>\n\n\n\nLock Details<\/h3>\n\n\n\nThe UI also shows:<\/p>\n\n\n\n\nLock type<\/li>\n\n\n\nDate range or cutoff<\/li>\n\n\n\nReason<\/li>\n\n\n\nSeverity<\/li>\n<\/ul>\n\n\n\n\n\n\n\n7. Override Flow<\/h2>\n\n\n\nFeePlus supports override for soft\u2011severity<\/strong> lock policies, but only when no other hard lock<\/strong> is active.<\/p>\n\n\n\nA user may override a lock only if all conditions below are met<\/strong>:<\/p>\n\n\n\n\nThe lock policy is soft<\/strong>, and<\/li>\n\n\n\nThe user has the required override permission<\/strong>, and<\/li>\n\n\n\nThere is no other hard lock triggered by<\/strong>:\n\nA user\u2011defined hard-severity<\/strong> lock policy<\/li>\n\n\n\nA system\u2011enforced lock such as:\n\nFinalized tax period<\/li>\n\n\n\nE\u2011invoice validated invoice<\/li>\n\n\n\nSettled payment<\/li>\n\n\n\nAny other system\u2011coded hard lock<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\nWhen any hard lock is present, the Override Lock <\/strong>button will not<\/strong> appear, even if a soft lock also applies.<\/p>\n\n\n\nBecause the tax period is finalized<\/strong>, the Override Lock<\/strong> button is not available\u2014even if the fixed-period or relative-cutoff policy would otherwise allow an override.<\/figcaption><\/figure>\n\n\n\nIf the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
Locked for records older than 5 days<\/strong>(before 2026\u201108\u201116)<\/p>\n<\/blockquote>\n\n\n\nUse cases:<\/p>\n\n\n\n\nPrevent backdated invoices<\/li>\n\n\n\nPrevent late payment edits<\/li>\n\n\n\nPrevent changing event participation after event ends<\/li>\n\n\n\nPrevent modifying attendance after X days<\/li>\n<\/ul>\n\n\n\n\n\n\n\n3. Where Lock Policies Are Configured<\/h2>\n\n\n\nFinancial \u2192 Invoice Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nInvoice Create<\/li>\n\n\n\nInvoice Edit<\/li>\n\n\n\nInvoice Delete<\/li>\n<\/ul>\n\n\n\nFinancial \u2192 Payment Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nPayment Create<\/li>\n\n\n\nPayment Edit<\/li>\n\n\n\nPayment Delete<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nCalendar \u2192 Calendar Lock Policy<\/h3>\n\n\n\nControls:<\/p>\n\n\n\n\nEvent Create<\/li>\n\n\n\nEvent Edit<\/li>\n\n\n\nEvent Delete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\n<\/figure>\n\n\n\nEach module has its own table showing:<\/p>\n\n\n\n\nAction<\/li>\n\n\n\nRule Type<\/li>\n\n\n\nDescription<\/li>\n\n\n\nEnabled status<\/li>\n<\/ul>\n\n\n\n\n\n\n\n4. Understanding Lock Actions<\/h2>\n\n\n\nInvoice Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating invoices on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing invoices inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting invoices inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nPayment Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating payments on locked dates or older than cutoff<\/td><\/tr>Edit<\/td>Prevent editing payments inside locked periods or after cutoff<\/td><\/tr>Delete<\/td>Prevent deleting payments inside locked periods<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nCalendar Event Lock Actions<\/h3>\n\n\n\nAction<\/strong><\/td>Description<\/strong><\/td><\/tr>Create<\/td>Prevent creating events on locked dates<\/td><\/tr>Edit<\/td>Prevent editing events inside locked periods<\/td><\/tr>Delete<\/td>Prevent deleting events inside locked periods<\/td><\/tr>Add Participant<\/td>Prevent adding participants after cutoff or after event ends<\/td><\/tr>Change Participant<\/td>Prevent changing participation after cutoff or after event ends<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n\n\n\n\n5. Adding a Lock Policy (Modal UI)<\/h2>\n\n\n\nWhen you click Add New, you will see a modal with:<\/p>\n\n\n\n<\/figure>\n\n\n\nA. Action<\/h3>\n\n\n\nChoose what action to lock:<\/p>\n\n\n\n\nCreate<\/li>\n\n\n\nEdit<\/li>\n\n\n\nDelete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\nB. Rule Type<\/h3>\n\n\n\nChoose lock type:<\/p>\n\n\n\n\nFixed Period<\/strong> \u2192 Start Date + End Date<\/li>\n\n\n\nRelative Cutoff<\/strong> \u2192 Lock Before X days<\/li>\n<\/ul>\n\n\n\nC. Severity<\/h3>\n\n\n\n\nSoft <\/strong>\u2192 User sees warning but can override<\/li>\n\n\n\nHard<\/strong> \u2192 No override allowed<\/li>\n<\/ul>\n\n\n\nD. Override Permissions<\/h3>\n\n\n\nDefine which roles\/modules can override the lock.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nModule: Financial<\/strong><\/li>\n\n\n\nAction: Edit<\/strong><\/li>\n<\/ul>\n\n\n\nThis means users with Financial\u2011Edit permission can override the lock.<\/p>\n\n\n\nE. Enabled<\/h3>\n\n\n\nTurn the lock on\/off.<\/p>\n\n\n\nF. Notes<\/h3>\n\n\n\nOptional internal notes for admins.<\/p>\n\n\n\nDuplicate Detection<\/h3>\n\n\n\nIf a lock already exists for the same action + rule type, FeePlus shows:<\/p>\n\n\n\n\nLock policy already exists. [Edit It Now]<\/strong><\/p>\n<\/blockquote>\n\n\n\nOne type of Lock Policy can only be created once. You can chose to edit from the create modal if you would want to update the settings.<\/figcaption><\/figure>\n\n\n\n\n\n\n\n6. How Lock Alerts Work (UI Behavior)<\/h2>\n\n\n\nWhen a user performs an action that is locked:<\/p>\n\n\n\nA. Soft Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nAn Override<\/strong> button (if overriding is allowed)<\/li>\n<\/ul>\n\n\n\nSample soft lock restriction screenshot with Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nB. Hard Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nNo override button<\/strong><\/li>\n<\/ul>\n\n\n\nSample hard lock restriction screenshot without<\/em> Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nLock Message Examples<\/h3>\n\n\n\n\nInvoice cannot be created because the invoice date is locked.<\/li>\n\n\n\nPayment cannot be edited because the payment is locked.<\/li>\n\n\n\nParticipation cannot be changed because the event instance is locked.<\/li>\n<\/ul>\n\n\n\nLock Details<\/h3>\n\n\n\nThe UI also shows:<\/p>\n\n\n\n\nLock type<\/li>\n\n\n\nDate range or cutoff<\/li>\n\n\n\nReason<\/li>\n\n\n\nSeverity<\/li>\n<\/ul>\n\n\n\n\n\n\n\n7. Override Flow<\/h2>\n\n\n\nFeePlus supports override for soft\u2011severity<\/strong> lock policies, but only when no other hard lock<\/strong> is active.<\/p>\n\n\n\nA user may override a lock only if all conditions below are met<\/strong>:<\/p>\n\n\n\n\nThe lock policy is soft<\/strong>, and<\/li>\n\n\n\nThe user has the required override permission<\/strong>, and<\/li>\n\n\n\nThere is no other hard lock triggered by<\/strong>:\n\nA user\u2011defined hard-severity<\/strong> lock policy<\/li>\n\n\n\nA system\u2011enforced lock such as:\n\nFinalized tax period<\/li>\n\n\n\nE\u2011invoice validated invoice<\/li>\n\n\n\nSettled payment<\/li>\n\n\n\nAny other system\u2011coded hard lock<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\nWhen any hard lock is present, the Override Lock <\/strong>button will not<\/strong> appear, even if a soft lock also applies.<\/p>\n\n\n\nBecause the tax period is finalized<\/strong>, the Override Lock<\/strong> button is not available\u2014even if the fixed-period or relative-cutoff policy would otherwise allow an override.<\/figcaption><\/figure>\n\n\n\nIf the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
Controls:<\/p>\n\n\n\n
Each module has its own table showing:<\/p>\n\n\n\n
When you click Add New, you will see a modal with:<\/p>\n\n\n\n<\/figure>\n\n\n\nA. Action<\/h3>\n\n\n\nChoose what action to lock:<\/p>\n\n\n\n\nCreate<\/li>\n\n\n\nEdit<\/li>\n\n\n\nDelete<\/li>\n\n\n\nAdd Participant<\/li>\n\n\n\nChange Participant<\/li>\n<\/ul>\n\n\n\nB. Rule Type<\/h3>\n\n\n\nChoose lock type:<\/p>\n\n\n\n\nFixed Period<\/strong> \u2192 Start Date + End Date<\/li>\n\n\n\nRelative Cutoff<\/strong> \u2192 Lock Before X days<\/li>\n<\/ul>\n\n\n\nC. Severity<\/h3>\n\n\n\n\nSoft <\/strong>\u2192 User sees warning but can override<\/li>\n\n\n\nHard<\/strong> \u2192 No override allowed<\/li>\n<\/ul>\n\n\n\nD. Override Permissions<\/h3>\n\n\n\nDefine which roles\/modules can override the lock.<\/p>\n\n\n\nExample:<\/p>\n\n\n\n\nModule: Financial<\/strong><\/li>\n\n\n\nAction: Edit<\/strong><\/li>\n<\/ul>\n\n\n\nThis means users with Financial\u2011Edit permission can override the lock.<\/p>\n\n\n\nE. Enabled<\/h3>\n\n\n\nTurn the lock on\/off.<\/p>\n\n\n\nF. Notes<\/h3>\n\n\n\nOptional internal notes for admins.<\/p>\n\n\n\nDuplicate Detection<\/h3>\n\n\n\nIf a lock already exists for the same action + rule type, FeePlus shows:<\/p>\n\n\n\n\nLock policy already exists. [Edit It Now]<\/strong><\/p>\n<\/blockquote>\n\n\n\nOne type of Lock Policy can only be created once. You can chose to edit from the create modal if you would want to update the settings.<\/figcaption><\/figure>\n\n\n\n\n\n\n\n6. How Lock Alerts Work (UI Behavior)<\/h2>\n\n\n\nWhen a user performs an action that is locked:<\/p>\n\n\n\nA. Soft Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nAn Override<\/strong> button (if overriding is allowed)<\/li>\n<\/ul>\n\n\n\nSample soft lock restriction screenshot with Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nB. Hard Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nNo override button<\/strong><\/li>\n<\/ul>\n\n\n\nSample hard lock restriction screenshot without<\/em> Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nLock Message Examples<\/h3>\n\n\n\n\nInvoice cannot be created because the invoice date is locked.<\/li>\n\n\n\nPayment cannot be edited because the payment is locked.<\/li>\n\n\n\nParticipation cannot be changed because the event instance is locked.<\/li>\n<\/ul>\n\n\n\nLock Details<\/h3>\n\n\n\nThe UI also shows:<\/p>\n\n\n\n\nLock type<\/li>\n\n\n\nDate range or cutoff<\/li>\n\n\n\nReason<\/li>\n\n\n\nSeverity<\/li>\n<\/ul>\n\n\n\n\n\n\n\n7. Override Flow<\/h2>\n\n\n\nFeePlus supports override for soft\u2011severity<\/strong> lock policies, but only when no other hard lock<\/strong> is active.<\/p>\n\n\n\nA user may override a lock only if all conditions below are met<\/strong>:<\/p>\n\n\n\n\nThe lock policy is soft<\/strong>, and<\/li>\n\n\n\nThe user has the required override permission<\/strong>, and<\/li>\n\n\n\nThere is no other hard lock triggered by<\/strong>:\n\nA user\u2011defined hard-severity<\/strong> lock policy<\/li>\n\n\n\nA system\u2011enforced lock such as:\n\nFinalized tax period<\/li>\n\n\n\nE\u2011invoice validated invoice<\/li>\n\n\n\nSettled payment<\/li>\n\n\n\nAny other system\u2011coded hard lock<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\nWhen any hard lock is present, the Override Lock <\/strong>button will not<\/strong> appear, even if a soft lock also applies.<\/p>\n\n\n\nBecause the tax period is finalized<\/strong>, the Override Lock<\/strong> button is not available\u2014even if the fixed-period or relative-cutoff policy would otherwise allow an override.<\/figcaption><\/figure>\n\n\n\nIf the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
Choose what action to lock:<\/p>\n\n\n\n
Choose lock type:<\/p>\n\n\n\n
Define which roles\/modules can override the lock.<\/p>\n\n\n\n
This means users with Financial\u2011Edit permission can override the lock.<\/p>\n\n\n\n
Turn the lock on\/off.<\/p>\n\n\n\n
Optional internal notes for admins.<\/p>\n\n\n\n
If a lock already exists for the same action + rule type, FeePlus shows:<\/p>\n\n\n\n
\nLock policy already exists. [Edit It Now]<\/strong><\/p>\n<\/blockquote>\n\n\n\nOne type of Lock Policy can only be created once. You can chose to edit from the create modal if you would want to update the settings.<\/figcaption><\/figure>\n\n\n\n\n\n\n\n6. How Lock Alerts Work (UI Behavior)<\/h2>\n\n\n\nWhen a user performs an action that is locked:<\/p>\n\n\n\nA. Soft Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nAn Override<\/strong> button (if overriding is allowed)<\/li>\n<\/ul>\n\n\n\nSample soft lock restriction screenshot with Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nB. Hard Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nNo override button<\/strong><\/li>\n<\/ul>\n\n\n\nSample hard lock restriction screenshot without<\/em> Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nLock Message Examples<\/h3>\n\n\n\n\nInvoice cannot be created because the invoice date is locked.<\/li>\n\n\n\nPayment cannot be edited because the payment is locked.<\/li>\n\n\n\nParticipation cannot be changed because the event instance is locked.<\/li>\n<\/ul>\n\n\n\nLock Details<\/h3>\n\n\n\nThe UI also shows:<\/p>\n\n\n\n\nLock type<\/li>\n\n\n\nDate range or cutoff<\/li>\n\n\n\nReason<\/li>\n\n\n\nSeverity<\/li>\n<\/ul>\n\n\n\n\n\n\n\n7. Override Flow<\/h2>\n\n\n\nFeePlus supports override for soft\u2011severity<\/strong> lock policies, but only when no other hard lock<\/strong> is active.<\/p>\n\n\n\nA user may override a lock only if all conditions below are met<\/strong>:<\/p>\n\n\n\n\nThe lock policy is soft<\/strong>, and<\/li>\n\n\n\nThe user has the required override permission<\/strong>, and<\/li>\n\n\n\nThere is no other hard lock triggered by<\/strong>:\n\nA user\u2011defined hard-severity<\/strong> lock policy<\/li>\n\n\n\nA system\u2011enforced lock such as:\n\nFinalized tax period<\/li>\n\n\n\nE\u2011invoice validated invoice<\/li>\n\n\n\nSettled payment<\/li>\n\n\n\nAny other system\u2011coded hard lock<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\nWhen any hard lock is present, the Override Lock <\/strong>button will not<\/strong> appear, even if a soft lock also applies.<\/p>\n\n\n\nBecause the tax period is finalized<\/strong>, the Override Lock<\/strong> button is not available\u2014even if the fixed-period or relative-cutoff policy would otherwise allow an override.<\/figcaption><\/figure>\n\n\n\nIf the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
Lock policy already exists. [Edit It Now]<\/strong><\/p>\n<\/blockquote>\n\n\n\nOne type of Lock Policy can only be created once. You can chose to edit from the create modal if you would want to update the settings.<\/figcaption><\/figure>\n\n\n\n\n\n\n\n6. How Lock Alerts Work (UI Behavior)<\/h2>\n\n\n\nWhen a user performs an action that is locked:<\/p>\n\n\n\nA. Soft Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nAn Override<\/strong> button (if overriding is allowed)<\/li>\n<\/ul>\n\n\n\nSample soft lock restriction screenshot with Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nB. Hard Lock<\/h3>\n\n\n\nUser sees:<\/p>\n\n\n\n\nA lock message<\/li>\n\n\n\nA lock code<\/li>\n\n\n\nNo override button<\/strong><\/li>\n<\/ul>\n\n\n\nSample hard lock restriction screenshot without<\/em> Override Lock<\/strong> button<\/figcaption><\/figure>\n\n\n\nLock Message Examples<\/h3>\n\n\n\n\nInvoice cannot be created because the invoice date is locked.<\/li>\n\n\n\nPayment cannot be edited because the payment is locked.<\/li>\n\n\n\nParticipation cannot be changed because the event instance is locked.<\/li>\n<\/ul>\n\n\n\nLock Details<\/h3>\n\n\n\nThe UI also shows:<\/p>\n\n\n\n\nLock type<\/li>\n\n\n\nDate range or cutoff<\/li>\n\n\n\nReason<\/li>\n\n\n\nSeverity<\/li>\n<\/ul>\n\n\n\n\n\n\n\n7. Override Flow<\/h2>\n\n\n\nFeePlus supports override for soft\u2011severity<\/strong> lock policies, but only when no other hard lock<\/strong> is active.<\/p>\n\n\n\nA user may override a lock only if all conditions below are met<\/strong>:<\/p>\n\n\n\n\nThe lock policy is soft<\/strong>, and<\/li>\n\n\n\nThe user has the required override permission<\/strong>, and<\/li>\n\n\n\nThere is no other hard lock triggered by<\/strong>:\n\nA user\u2011defined hard-severity<\/strong> lock policy<\/li>\n\n\n\nA system\u2011enforced lock such as:\n\nFinalized tax period<\/li>\n\n\n\nE\u2011invoice validated invoice<\/li>\n\n\n\nSettled payment<\/li>\n\n\n\nAny other system\u2011coded hard lock<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\nWhen any hard lock is present, the Override Lock <\/strong>button will not<\/strong> appear, even if a soft lock also applies.<\/p>\n\n\n\nBecause the tax period is finalized<\/strong>, the Override Lock<\/strong> button is not available\u2014even if the fixed-period or relative-cutoff policy would otherwise allow an override.<\/figcaption><\/figure>\n\n\n\nIf the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
When a user performs an action that is locked:<\/p>\n\n\n\n
User sees:<\/p>\n\n\n\n
The UI also shows:<\/p>\n\n\n\n
FeePlus supports override for soft\u2011severity<\/strong> lock policies, but only when no other hard lock<\/strong> is active.<\/p>\n\n\n\nA user may override a lock only if all conditions below are met<\/strong>:<\/p>\n\n\n\n\nThe lock policy is soft<\/strong>, and<\/li>\n\n\n\nThe user has the required override permission<\/strong>, and<\/li>\n\n\n\nThere is no other hard lock triggered by<\/strong>:\n\nA user\u2011defined hard-severity<\/strong> lock policy<\/li>\n\n\n\nA system\u2011enforced lock such as:\n\nFinalized tax period<\/li>\n\n\n\nE\u2011invoice validated invoice<\/li>\n\n\n\nSettled payment<\/li>\n\n\n\nAny other system\u2011coded hard lock<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\nWhen any hard lock is present, the Override Lock <\/strong>button will not<\/strong> appear, even if a soft lock also applies.<\/p>\n\n\n\nBecause the tax period is finalized<\/strong>, the Override Lock<\/strong> button is not available\u2014even if the fixed-period or relative-cutoff policy would otherwise allow an override.<\/figcaption><\/figure>\n\n\n\nIf the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
A user may override a lock only if all conditions below are met<\/strong>:<\/p>\n\n\n\n\nThe lock policy is soft<\/strong>, and<\/li>\n\n\n\nThe user has the required override permission<\/strong>, and<\/li>\n\n\n\nThere is no other hard lock triggered by<\/strong>:\n\nA user\u2011defined hard-severity<\/strong> lock policy<\/li>\n\n\n\nA system\u2011enforced lock such as:\n\nFinalized tax period<\/li>\n\n\n\nE\u2011invoice validated invoice<\/li>\n\n\n\nSettled payment<\/li>\n\n\n\nAny other system\u2011coded hard lock<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\nWhen any hard lock is present, the Override Lock <\/strong>button will not<\/strong> appear, even if a soft lock also applies.<\/p>\n\n\n\nBecause the tax period is finalized<\/strong>, the Override Lock<\/strong> button is not available\u2014even if the fixed-period or relative-cutoff policy would otherwise allow an override.<\/figcaption><\/figure>\n\n\n\nIf the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
When any hard lock is present, the Override Lock <\/strong>button will not<\/strong> appear, even if a soft lock also applies.<\/p>\n\n\n\nBecause the tax period is finalized<\/strong>, the Override Lock<\/strong> button is not available\u2014even if the fixed-period or relative-cutoff policy would otherwise allow an override.<\/figcaption><\/figure>\n\n\n\nIf the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
If the lock allows override but the user does not have the required permission, the user will see:<\/p>\n\n\n\n
\nYou do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
You do not have permission to override this lock.<\/strong><\/p>\n<\/blockquote>\n\n\n\n\n\n\n\n8. Best Practices for Businesses<\/h2>\n\n\n\nFinancial<\/h3>\n\n\n\n\nUse Fixed Period for month\u2011end closing<\/li>\n\n\n\nUse Relative Cutoff to prevent backdated invoices\/payments<\/li>\n\n\n\nUse Hard locks for tax periods<\/li>\n<\/ul>\n\n\n\nCalendar<\/h3>\n\n\n\n\nUse Relative Cutoff for participation changes<\/li>\n\n\n\nUse Fixed Period for event creation\/editing restrictions<\/li>\n\n\n\nUse Hard locks for events that must not be altered after completion<\/li>\n<\/ul>\n\n\n\n\n\n\n\n9. Summary<\/h2>\n\n\n\nFeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\nWith:<\/p>\n\n\n\n\nFixed Period<\/li>\n\n\n\nRelative Cutoff<\/li>\n\n\n\nSoft\/Hard severity<\/li>\n\n\n\nOverride permissions<\/li>\n\n\n\nClear UI alerts<\/li>\n<\/ul>\n\n\n\n\n\n\n\n\u2753 FAQ<\/h2>\n\n\n\n\n\nQ: Why is the Override button missing even though the lock policy is soft?<\/span>+<\/span><\/button><\/h3>\n\n\n\n\nBecause another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
FeePlus Lock Policies give businesses precise control over financial and calendar actions.<\/p>\n\n\n\n
With:<\/p>\n\n\n\n
Because another hard lock <\/strong>is active.<\/p>\n\n\n\nHard locks cannot be overridden.<\/p>\n\n\n\nThis includes:<\/p>\n\n\n\n\nFinalized tax periods<\/li>\n\n\n\nE\u2011invoice validated invoices<\/li>\n\n\n\nSettled payments<\/li>\n\n\n\nEvent instances that have ended<\/li>\n\n\n\nHard\u2011severity lock policies created by admins<\/li>\n<\/ul>\n\n\n\nWhen a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<\/p>\n\n\n
Hard locks cannot be overridden.<\/p>\n\n\n\n
This includes:<\/p>\n\n\n\n
When a hard lock is triggered, override is disabled even if a soft lock also applies.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
<\/p>\n\n\n
![\"FeePlus](\"https:\/\/fee.plus\/support\/wp-content\/uploads\/feeplus-lock-policy-invoice-payment-list-1024x849.png\")
<\/figure>\n\n\n\n![\"FeePlus](\"https:\/\/fee.plus\/support\/wp-content\/uploads\/feeplus-lock-policy-calendar-list-1024x529.png\")
<\/figure>\n\n\n\n![\"FeePlus](\"https:\/\/fee.plus\/support\/wp-content\/uploads\/feeplus-lock-policy-add-invoice-fixed-period-2-844x1024.png\")
<\/figure>\n\n\n\n![\"FeePlus](\"https:\/\/fee.plus\/support\/wp-content\/uploads\/feeplus-lock-policy-add-invoice-duplicate-932x1024.png\")
![\"FeePlus](\"https:\/\/fee.plus\/support\/wp-content\/uploads\/feeplus-lock-policy-modal-override-2-943x1024.png\")
![\"FeePlus](\"https:\/\/fee.plus\/support\/wp-content\/uploads\/feeplus-lock-policy-modal-no-override-2.png\")
![\"FeePlus](\"https:\/\/fee.plus\/support\/wp-content\/uploads\/feeplus-lock-policy-modal-no-override-832x1024.png\")