You can specify the rule for when procedures and transactions get locked automatically.
To set up ledger rules
How to get there
From the Settings menu, clicktap Ledger Options.
The Ledger Options page opens.
ClickTap the Ledger Rules tab.
On the Ledger Rules tab of the Ledger Options page, specify the number of days after which any procedure or transaction that is posted becomes locked, so it cannot be edited or deleted. This rule is based on the transaction date (the date of the procedure or transaction as it appears in the Ledger; this may be different than the creation date, which is the date that the procedure or transaction was entered in the system).
Note: Changing the cut-off date affects procedures and transactions that have already been posted. Where applicable, they will be locked and unlocked according to the specified cut-off date.