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Banking & chart of accounts: Chart of Accounts

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Lock Dates - Option for an auto lock date every month

The ability to have a set lock date EACH month. For example, every month by the 5th the prior month is locked for users other than the advisers. Currently you can manually do this, IF you remember.

My issues is, if I do not remember the accounting clerk will go back multiple months creating entries and causing issues.

6 votes

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Teri DiSilvestro shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded  · 

Thanks for sharing this idea about having regular automatic Lock Dates.

We've reviewed this idea here, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

Along with votes, other members can now comment to share additional detail about how this could improve their experience with Xero.

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  • John Lewis commented  ·   ·  Report

    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

  • Vicki Carlisle commented  ·   ·  Report

    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.

  • Michael Pistorius commented  ·   ·  Report

    Have the option to be able to set automatic lock date changes, like you have with repeat journals.
    Once a certain date happens in the month, have the account change the lock date to the new preassigned day of the month.
    Added bonus would be able to have the option to choose work days and last days of the month.