Xero HQ: View client lock dates in HQ
It would be great to show the lock dates from each client's Xero file in HQ. Visually, it would be very similar to the Year End column, and likely not enabled by default.
This would allow Advisors to easily identify clients that don't have prior periods locked, and then go into those files and correct it. This would increase usage of this important data protection feature and reduce errors caused by inadvertent prior period adjustments.
11
votes
Emily Hoult
shared this idea
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Amy Robinson
commented
Client Insights - Ability to see all clients lock dates within xero.
We use these as month end closing records and would be good to ensure we can run our eye down the list to see everyone has met their month end due dates and which clients need assistance.