11/25/24, 9:24 PM

Budget Bytes – How to lock your chart of accounts

Once a chart of accounts is set, a stray edit can throw off every report that depends on it. Robert shows how admins lock a property’s chart of accounts so nobody can change it until it’s unlocked.

Find more short how-to videos on the Budget Bytes page.

Budget Bytes, Using Portal, Chart of Accounts

Budget Bytes title card: “Read-only users and permissions,” with Robert from Kardin.

Not everyone who needs to see your numbers should be able to change them. In this updated Budget...

Budget Bytes title card: “COA v2: manage charts of accounts,” with Robert from Kardin.

Updating a chart of accounts used to mean opening every budget, making the change, and closing it...

Budget Bytes – How to lock your chart of accounts

Once a chart of accounts is set, a stray edit can throw off every report that depends on it. Robert shows how admins lock a property’s chart of accounts so nobody can change it until it’s unlocked.

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Budget Bytes – Read-only users and per-property permissions (for Portal admins)

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Meet COA v2 — A better way to manage charts of accounts in Kardin