2 results found
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Confirmation when editing transaction before lock dates
After the lock dates is set, xero should prompt advisors to alert them when they try to edit anything before the lock dates, and let the advisors to confirm that they really want to edit the transaction before the lock dates.
1 voteHi Choon Wei, there are 2 lock dates that can be set in your Xero organisation. One will stop all users except advisers from making changes, the other will stop all users from making changes on or before the lock date set.
Setting up the latter lock date should help with the notifications that you're mentioning here, and where you'd still like to proceed with the change you'd go to the financial settings to remove/reapply the lock date once complete.
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Tax settings defaults
When entering line items it would be useful to have a way to default the tax settings - default the GST rate, & default the inclusive/exclusive setting. Would save time on the majority of tasks and need changing on a few
1 voteHi Sarah, this is already possible. Tax amount settings for Sales and Purchases can be found in the organisations Financial Settings. It's also possible to set up default Tax rates that can be applied to a Contact, Inventory item and/or Accounts within your chart of accounts - see more detail on default tax rates in our help here.
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