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  1. Chart of Accounts - Ability to lock individual accounts

    41 votes

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    16 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you for adding your support to this idea. We understand how having the ability to lock individual accounts could help in preventing transactions being posted to specific accounts and accidental posting that can impact your reports.

    While this is something we'd like to continue tracking we want to be upfront that we don't have any development to accommodate this need planned in the short term.

    I will make sure to share if there is news for you here.

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    Shona Gruzelier commented  · 

    I think this is a critical change as our business grows and we have additional staff inputting data into our system. We need the ability to lock down more accurately. I would like to see all ledgers having separate lock features, cashbook, sales ledger and so on, so that only the general ledger remains open to process final month end / year end journals before the whole month is then locked. This is a feature I have used on every other accounting system I have ever used in the last 20 years!

    Shona Gruzelier supported this idea  ·