Lock Dates - Ability for Advisor users to override
Please can we have the product enhancement for the LOCKED DATES, whereby the Advisor role can LOCK THE DATES to stop other employees/departments posting entries, but the Advisor can OVERIDE the lock dates to post month end/year end journals.
This is critical !!
Angela Georgant
shared this idea
Hi there
There are two Lock Date settings in the Financial Settings screen; one for all users except advisers, and one for all users.
To do this, you could leave the 'all users' date blank, and set a relevant lock date for 'all users except advisers'.
This would allow Adviser users to bypass the Lock Date, while still leaving this restriction in place for other users.
Alternatively, you might leave the 'all users' setting in place to prevent Advisers unknowingly making an change prior to the Lock Date.
If the Adviser does need to override this, they could temporarily delete this date, or move it forwards.
-
Jonathan Clayton
commented
This feature already exists. There are two lock dates under the 'Financial Settings' menu. The first applies to non-Advisors, whereas the second applies to all users.
eg. YE Dec-2022 has passed, but the Advisor still needs to make journals in Dec-2022. The first lock date would be 31 Dec 2022 to prevent Non-Advisors changing YE22 data whereas the second could be, say, 30 Nov 2022 to allow the Advisor to still post entries to Dec-2022.
If you have multiple staff with 'Advisor' permissions (who can therefore override the lock dates), then consistency/discipline for lock dates becomes harder to enforce. You can either limit the number of staff with 'Advisor' permissions or wait on/request Xero introduce a specific measure (such as password-protection) to prevent unauthorised lock date changes.
Hope that helps.