Organisations - bulk update lock dates across multiple entities
It would be great when you have multiple entities in Xero to be able to have a consol which allows high level options across the group. i.e. Shows the companies - locked/unlocked for a specific month. Rather than me having to go into each entity and lock at month end, I would like to go to a single page and select all my entities and a date an lock for that date. Likewise for FX rates in the group - 1 page with the FX rates for the group, this would help eliminate the variances that occur on entering for OS entities where the inverse FX rate is calculated.
Monique Bertazzon
shared this idea
Thanks for sharing this. We understand the ask to bulk update Lock Dates across multiple organisations.
As this post contains multiple ideas, I've made changes so we can continue tracking the Bulk Lock Date update feature here.
If the other suggestion is important to your workflow, please raise it as separate ideas so we can track the feedback on each one.
