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'Lock Dates - Allow standard users to set lock dates' has been merged into this idea

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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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In discovery  ·  AdminKelly Middleton (Admin, Xero) responded  · 

Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more control over lock dates is for protecting your data integrity and supporting your workflows.

As part of our wider review of roles and permissions across Xero, we’re pleased to let you know that this is a feature that we’re exploring controls in and reviewing the viability of. We'll keep you updated here as our plans shape up further.

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  • Britney Ciantar commented  ·   ·  Report

    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...

  • Kyle Phillips commented  ·   ·  Report

    This is absolutely vital for us and our clients as often we find that changes are being made.

  • Chris Tinta commented  ·   ·  Report

    please - the subscriber must have ultimate control over lock dates!

  • Anita Wildman commented  ·   ·  Report

    I would like clients who prepare their own BAS to be able to lock periods - as this is good practice for obvious reasons. Currently if they are a Standard user they are not able to access this area to lock periods. If I make them an Advisor they have access to unlocking prior years and make changes (been there done that - never again).
    Please have the option to give standard users the ability to lock periods (i.e. the first lock period date, but not the second date), or provide a solution to address the above issue.

  • Luke Abbott commented  ·   ·  Report

    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  ·   ·  Report

    This is very important as clients are going in and changing figures once the tax return has been completed

  • Christine Saville commented  ·   ·  Report

    Perhaps there could at least be a message warning users to check with their accountants prior to unlocking files.

  • KYLE BRESLOW commented  ·   ·  Report

    REALLY NEED THIS FEATURE! HOW CAN WE RUN AN ACCOUNTING FIRM WITHOUGHT THIS?

  • Ashlee George commented  ·   ·  Report

    Yes please! It is needed to avoid back dating that should not be occurring.

  • Fanny Hanusin commented  ·   ·  Report

    Yes, please add this feature because it creates issues if the financials have been published or tax reports have been submitted.