How to lock & unlock in iplicit?

This article covers locking and unlocking items in iplicit, using 'Periods' as the example. The same process applies wherever locking is supported, including bank statements, bank reconciliations and document types.

Viewing locked items on a screen

Locked items are hidden from a list by default, so you need to reveal them before you can select one to unlock.

1. Navigate to the screen containing the item you want to lock or unlock – for example, 'Periods'
2. Depending on your screen, select the green dot next to the filter icon or tick the 'Show closed items' box.

Once revealed, locked items display a padlock icon, and unlocked items display a green dot, next to each row.

Unlocking a locked item in iplicit

1. Select the item you want to unlock
2. Depending on your screen, select the three-dot menu or the 'More' menu
3. Select 'Unlock'.

Once unlocked, the padlock icon on that item changes back to a green dot.

Locking an item in iplicit

1. Depending on your screen, select the item and open the three-dot menu, or tick the checkbox next to the item to reveal a 'Lock' button on the toolbar
2. Select 'Lock'.

If you can't see the lock or unlock options

If the lock or unlock options aren't available to you, your user permissions may restrict access to this feature. Contact your iplicit administrator or line manager for assistance.