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
Melissa Pockett
shared this idea
Hi team, sorry it's taken so long for us to return to the idea here.
I appreciate the feedback from my last update where I suggested lock dates as an option and hear why this isn't a viable option for some.
If you're based in the US or CA you may want to check out our newer feature 'Reconcile period' that enables you to reconcile and close period within each bank account.
It'd be good to hear if users from other regions in this idea believe reconcile period would resolve what you're after here and I can merge in to this idea where we're continuing to track interest for expanding this feature to other region. Thanks
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Optimus Fintech
commented
To avoid such conflict in settings, choose the tool that has the ability to recommend customizable options as per your choice, Check more here:
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Cally Lasch
commented
BRAND NEW RECONCILE PERIOD - when a period is 'reconcile' and a report is created it should really prevent bank feeds from interfering. I am told by Xero support this was not considered in the creation of this new feature even though it locks the account separate to the 'financial settings' what is the point if it allows other information to be added once the account is reconciled??
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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.
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Kate Smith
commented
Agreed Emma! It would be great to just be able to lock the bank
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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 :)