User Access: Lock Dates - Specify User Access
Ability to specify which user has access to the lock dates.
Purpose: To prevent clients from changing prior year figures in Xero after the financials have been published.
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Britney Ciantar commented
We want to start limiting staff to not be able to lock the period on XERO. Therefore, we put everyone on standard rights. However, this limits certain abilities like Find and decode, registering Fixed assets, running depreciation etc...
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Kyle Phillips commented
This is absolutely vital for us and our clients as often we find that changes are being made.
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Dewan Brookes commented
This is a must.
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Chris Tinta commented
please - the subscriber must have ultimate control over lock dates!
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Anita Wildman commented
Agree - Need better functionality around lock dates
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Luke Abbott commented
Lock dates are helpful to restrict general user access after a month has passed and trying to prepare month end management accounts. However with multiple different roles and the need to pair up Xero with a standalone sales system a wider range of options on lock dates would be really useful.
Example options being:
1) Ability to lock by more specific user roles (sales/purchases etc. not just adviser/not adviser)
2) Ability to lock by specific users (e.g. restrict sales staff so no further invoices can be created, but still allow accounts staff in order to continue month end reconciliations) -
Kate Miller commented
This is very important as clients are going in and changing figures once the tax return has been completed
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Christine Saville commented
Perhaps there could at least be a message warning users to check with their accountants prior to unlocking files.
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KYLE BRESLOW commented
REALLY NEED THIS FEATURE! HOW CAN WE RUN AN ACCOUNTING FIRM WITHOUGHT THIS?
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Ashlee George commented
Yes please! It is needed to avoid back dating that should not be occurring.
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Fanny Hanusin commented
Yes, please add this feature because it creates issues if the financials have been published or tax reports have been submitted.