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  1. Lock dates - Ability to add password protection

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    10 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Accepted  ·  AdminKelly Middleton (Admin, Xero) responded

    Thank you for your engagement and feedback on this idea. We’ve seen some great suggestions in this thread on how a password-protected lock date could work. The current lock date feature prevents new transactions from being entered and can only be removed by Advisor level users, but we recognise that some users would benefit from introducing password protection.


    As part of our new Xero Product Idea process, we have recently reviewed the idea and shifted this to “Accepted”. This reflects that this is an idea we’d like to develop, but that this isn’t currently on the roadmap. We'll be back with another update as soon as we have more to share.


    Linda Zvirbulis supported this idea  · 
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    Linda Zvirbulis commented  · 

    I totally agree with this but I also think that it is important for the accountant/authorised user to be able to unlock dates just for one transaction. If you are in the middle of period-end and have locked the date then unlocking the date would unlock it for everyone and someone else could mess up your period-end work. In other softwares the accountant/authorised user can keep the date locked and just uplock for that one transaction that they are posting using a password. The main lock therefore remains closed and the period data protected.