Settings and activity
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28 votes
Hi Melissa, this is essentially what 'Lock dates' enable at an organisational level - Or is there a reason this wouldn't suit for your business here?
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Emma Conway
supported this idea
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605 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Emma Conway
supported this idea
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57 votesEmma Conway
supported this idea
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No - lock dates aren't appropriate for our requrest. We need to lock the bank on certain clients who insist on entering amounts manually treating Xero as if it were Sage desktop!
If lock dates could be set for specific areas that would be an exceptional addition to the program :)