> ## Documentation Index
> Fetch the complete documentation index at: https://help.moyacascade.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounting versions and snapshots

> Save read-only accounting versions and freeze report values at a point in time.

The **Accounting year actions** menu is next to the accounting year in the sidebar.

| View | What it preserves |
| - | - |
| Live workspace | The accounting data you are currently editing. |
| Saved version | Read-only accounting inputs for a numbered version. Calculated values can still change when upstream PCF values change. |
| Snapshot | The version's calculated values and report sources at the time you save the snapshot. |

<Steps>
  <Step title="Lock the year">
    Open **Accounting year actions** and select **Lock** for the current year. Locking prevents accounting edits while you finish reviewing the data.

    <Frame caption="Lock the year before saving a version or starting the next year." className="moya-guide-frame">
      <img src="https://mintcdn.com/moya-analytics-pte-ltd/n4zLfGk34Uk6kEDR/images/guides-accounting-year-actions.jpg?fit=max&auto=format&n=n4zLfGk34Uk6kEDR&q=85&s=663c11fc9428c27b8c9293f7d4f19ee4" alt="Lock the year before saving a version or starting the next year." width="1920" height="972" data-path="images/guides-accounting-year-actions.jpg" />
    </Frame>
  </Step>

  <Step title="Save a version">
    While the year is locked, select **Save version** and confirm the dialog. This creates a saved, read-only version. Use **Unlock** when you need to continue editing.
  </Step>

  <Step title="Open a saved version">
    Select **View past versions**, then choose a version. The workspace shows **Read-only accounting**. Use **Return to Live workspace** to resume work.
  </Step>

  <Step title="Freeze values for a report">
    Use **Save snapshot of V…** in the year menu, or **Save snapshot** while viewing a saved version. A snapshot receives a report ID and captures the upstream sources currently used.
  </Step>
</Steps>

An organization-based PCF must reference a saved accounting version. A draft estimate or snapshot cannot replace that source version.

To start another reporting period, lock the current year and select **Start next year**. Use **View past years** to return to an earlier year.

For captured upstream organization and BOM records, see [Report snapshots and historical records](/user-guides/review/report-snapshots).


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