lock date
Lock Dates - multiple or progressive lock dates are needed.
Many users ignore or aren't aware of the two lock date options so tend to put (or remove) the same date in both.
Once a lock date is removed, all prior periods are open. I am currently working on a file where I had locked 30 June 2024. Another user unlocked and edited entries. I've discussed it with them and re-locked 2024.
The user has decided to lock entries for December 2025. Then they removed that later lock date and this again meant there was no lock date at all.
If there had been progressive lock dates, when I locked 30 June 2024 and the user then locked December 2025, they (hopefully) would have only unlocked December 2025, so June 2024 could have stayed locked.
Vicki Carlisle
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
-
John Lewis
commented
Makes sense. When unlocking I only want to unlock a particular period like the last quarter or last year, don't necessarily want to expose every prior date since the file started to change