---
title: History
slug: history
createdAt: 2025-03-17T14:46:15.556Z
---

# Open Transaction History

The **Open Transaction History** settings control how far back users can enter financial transactions in the system. Transactions include invoices, charges, payments, refunds, and adjustments.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/9O_vVAOfIYbX7IIKi2EeL_image.png)

These settings help prevent users from **backdating transactions beyond a permitted period**, ensuring financial reports and historical records remain accurate.

### Open Period

The **Open Period** sets the default window for how far back transactions can be dated. This period works on a **rolling basis**, meaning the allowed window updates automatically over time.

For example, if the Open Period is set to **Last 12 Months**, users can only create transactions dated within the last 12 months from the current date.

Available options include:

• **Last 3 Months (Short Window)**
 • **Last 6 Months (Standard)**
 • **Last 12 Months (Full School Year)**
 • **Last 18 Months (Extended)**

The **Last Date** field shows the earliest transaction date currently allowed based on the selected period.

### Role-Based Access

Administrators and finance staff can be given extended transaction windows.

- **Open Admin Role Period** – Allows administrators to enter transactions further back than the standard Open Period.
- **Open Finance Role Period** – Allows finance users to enter transactions further back when needed.

Available options include the same periods as above, plus **Last 24 Months (Finance Extended)**.

### Manually Setting a Lock Date

You can override the rolling window by enabling **Manually Set** and entering a **Transaction Lock Date**.

![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/0QRlGyq4ap-S2mabwCz-E_image.png)

When a transaction lock date is set, users cannot create or modify transactions **on or before that date**.

Optional overrides allow specific roles to bypass the lock:

- **Admin Override** – Allows administrators to override the lock date.
   **Finance Override** – Allows finance users to override the lock date.