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How to lock recharges

Lock your recharges to make sure they aren't affected by any subsequent changes to your account data or rules

Written by Griff
Updated this week

Once you've reviewed the transactions and you're happy they're assigned correctly, you can lock a recharge using the button in the top right-hand corner:

Locking a recharge will do the following:

  1. Lock the version of rules used to calculate the recharges. This means any updates to rules you make after the first time you lock a recharge won't be applied to transactions in the locked recharge. For more info, see How to update Recharge Rules.

  2. Create an audit trail. The recharge can be unlocked at any time, but each time it's locked the full calculation will be recorded for auditing.

  3. Disable auto re-calculating. This means any transactions which are added or changed while the recharge is locked won't be included until the recharge is re-opened.

Recharges can be unlocked if needed by simply clicking the unlock button inside the recharge, or by using the three dot menu in the dashboard:


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