If you want to stop yourself and clients from making any kind of changes in the Xero organisation up to the period of where you are with reconciliation, you will have to set a later date to these fields and save them. Keeping this up to date will prevent changes from being made to the file which could result in major implications and potential rework.
Set a lock date
- In the Accounting menu, select Advanced, then click Financial settings.
Under Lock Dates, enter the date to lock transactions at.