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  1. Lock Dates - Allow old bills/invoices to fall into current accounting period

    51 votes

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    submitted  ·  14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Eric Adatia commented  · 

    Agreed! Not sure why there are so few votes for this. It is crazy that we have to enter a fictitious invoice date just to be able to enter an invoice into Xero if a period has been locked. If the period is locked then the invoice should post into the most current open period so that you preserve the invoice documentation and also leave the locked period unchanged.

    Eric Adatia supported this idea  · 

  2. User Permissions - Access to reconcile without viewing balances

    319 votes

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    94 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.

    We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.

    As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.

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    Eric Adatia commented  · 

    It would be super helpful if users can be restricted from seeing balances on certain bank accounts in the dashboard. It seems as though you can hide accounts on Android/iphone but not on the web portal.
    It should be possible to restrict permissions for Junior users so they can only see some (or none) bank account balances.

    Eric Adatia supported this idea  ·