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How do I lock custom fields for a transaction in Spend Center?

Learn how to lock and unlock transactions in Spend Center, from a web browser or the mobile app.

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Written by Spend Center
Updated over a month ago

As an admin or bookkeeper, you can lock a transaction in Spend Center so that fields, notes, and receipts cannot be modified by the spender. This option is helpful when you do not want your employees to modify transactions after they’ve been reconciled successfully in your accounting system.

Note: You can only lock cleared transactions; pending transactions cannot be locked.

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Lock custom fields from the mobile app

  1. In the Spend Center Navigation Bar, tap Transactions

    • If the Transactions icon is not in your Navigation Bar, tap the More icon, then tap the Transactions link.

  2. Tap the transaction you want to lock

    • Note: You can only lock cleared transactions

  3. Tap the Options icon (three dots at the top of the screen)

  4. Select Lock Fields

  5. A Lock icon displays on the custom fields of the Transaction Details page, indicating that transaction fields cannot be modified by the original spender

Unlock custom fields from the mobile app

  1. In the Spend Center Navigation Bar, tap Transactions

    • If the Transactions icon is not in your Navigation Bar, tap More, then tap Transactions

  2. Tap the transaction you want to unlock

  3. Tap the Options icon (three dots at the top of the screen)

  4. Select Unlock Fields

Lock custom fields from a web browser

  1. In the Spend Center Navigation Menu, select Transactions

  2. Select the transaction you want to lock

    • Note: You can only lock cleared transactions

  3. Select the More link

  4. Select the Lock transaction editing

  5. A Lock icon displays in the Budget column of the Transactions page, indicating that transaction fields cannot be modified by the original spender

Unlock custom fields from a web browser

  1. In the Spend Center Navigation Menu, select Transactions

  2. Select the transaction you want to unlock

  3. Select the More link

  4. Select Unlock transaction editing

Lock custom fields for multiple transactions from a web browser

  1. In the Spend Center Navigation Menu, select Transactions

  2. Select the checkboxes for all the transactions you want to lock

  3. Select Bulk actions

  4. Select Lock all fields

Unlock custom fields for multiple transactions from a web browser

  1. In the Spend Center Navigation Menu, select Transactions

  2. Select the checkboxes for all the transactions you want to unlock

  3. Select Bulk actions

  4. Select Unlock all fields

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