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History - Record changes to lock dates

A report to show who and when the account lock dates were changed.

If transactions are entered into lock periods this causes Xero to ot match the closed periods where accounts may have been submitted already. Currently there is no way to see who or when the dates were locked.

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Natalie MJ Willan shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminEthan M (Admin, Xero) responded  · 

Hey community, thanks for all your interest in this idea! It’s clear from the comments that identifying when changes are made, and who has made them would be really helpful.

This morning we rolled out an update to the financial settings screen for all Xero organisations to enable History & Notes  🎉

When you add a lock date, it will appear on the History & Notes table below and, for advisers, the History & Notes screen.

I’ve attached a screenshot so you can see this in action and, for more information, you can check out our Xero Central article Set up your organisation's financial settings.

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  • Jonathan Candel commented  ·   ·  Report

    This would save a lot of headaches! Agree with the comment that adding this to History & Notes would be great.

  • Jonathan Clayton commented  ·   ·  Report

    Yes please - would be a handy tool to identify 'repeat offenders'!

    Alternatively, the 'History & Notes' report could be expanded to include changes to the 'Financial Settings' page of the 'Advanced Accounting' menu.

  • Audrey Dewi Yeo commented  ·   ·  Report

    Hi, someone in my organisation changed the Locked Dates every month. As a result, financial reports and reconciliations are out. How can I trace that person?

  • Janet Nyland commented  ·   ·  Report

    YESSSSS PLEASE!!!!. Lock date was changed and client added a bill dated 8 months ago, last week. This has thrown reports and reconciliations out. Not sure who unlocked but would be very hand to know who did it and when.