Period specific mapping
In order to preserve completed work in historical periods on the platform we have made mapping period specific. When a period is locked for the first time, we also lock the account mapping. Even if the period is unlocked the accounts remain locked unless you decide to unlock them.
Unlocking mapping
If you need to make a change to the locked period the first step is to unlock the period that you want to change.
If the period has been locked permanently you may need an admin user for this step.
When the period is unlocked you may see a message saying that the mapping for this period is locked.
To update the period mapping to the latest version you can use the Actions button and select Unlock period mapping. This will update the mapping to the latest version.
As the mapping is updated this means that for the selected period accounts and the Working papers, Annual accounts and Corporation tax of the period can change based upon the new mapping so you may wish to check the workflows to ensure they are sufficient and make updates as necessary.
If you don't want to update the mapping it is still possible to post an adjustment to the period to move or update the balances using the locked period mapping.
Comparative information
Currently, comparative information is being pulled from the prior year's mapping. This means if the current mapping has changed and the prior period mapping remains locked the comparative information won't change. The above process will need to be followed if the comparative information needs to be adjusted.