When you are happy with a set of finance figures — for example, your annual budget — you can Finalise them from the relevant workspace (Budgets, Cashflow, or October Returns). This locks that version as the authoritative record for board reporting purposes.

What finalisation means

• The figures are locked and cannot be overwritten by a subsequent upload or draft
• Board packs that include this finance section will pull from the finalised record
• Any later changes require you to explicitly re-finalise, creating a new version with its own audit trail

Why this matters

Without explicit finalisation, it would be possible for working figures to accidentally appear in a board pack before they are ready. The finalised engine record ensures the board always sees figures you have deliberately signed off — not a draft in progress.

Staleness

If figures are updated after the last finalise (for example, a new import changes the actuals), Edvance flags the affected section as stale and blocks circulation of the board pack until you review and re-finalise. This keeps your board pack figures honest at all times.

Important: Finalisation is always an explicit user action. Edvance never auto-finalises figures based on an upload, an import confirmation, or a board pack action.