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  1. Lock dates - Ability to set separate lock dates at a feature level

    9 votes

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

    Hi team, we appreciate the interest in having more levels of control when it comes to lock dates. We don't have any plans for this at present but are continuing to watch interest for this idea grow.

    If there are any updates we'll let you know here.

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    Katherine Holdsworth commented  · 

    When changing the year end for a client, it would be nice if previous year's could be locked in dates, fixed assets, etc.
    Once the year end is changed, it seems to amend the dates for the previous year in all reports too, if (for example) the new year end means the current "year" runs to 13+ months (such as when the year end is extended): it's hard to get the comparative period in any popular reports to show the previous year as it was filed.
    And especially in the TB, I can't get it to show a period for more than a year.
    It seems this could be fixed either with customisable comparative periods, or by locking dates post-filing? (Which would help with the Fixed Asset issues too).

    Katherine Holdsworth supported this idea  ·