Settings - Ability to lock bank Reconciliation Period
To be able to lock the bank once reconciled, so no more transactions can be entered or manually forced through the bank
Hi Melissa, this is essentially what 'Lock dates' enable at an organisational level - Or is there a reason this wouldn't suit for your business here?
-
Helen MacGregor commented
@Kelly Munro Xero: Lock dates wouldn't work as you couldn't enter late bills. The bank should never change, but bills could still come in at a later date.
-
Kate Smith commented
Agreed Emma! It would be great to just be able to lock the bank
-
Emma Conway commented
No - lock dates aren't appropriate for our requrest. We need to lock the bank on certain clients who insist on entering amounts manually treating Xero as if it were Sage desktop!
If lock dates could be set for specific areas that would be an exceptional addition to the program :)