How do I prevent someone from making changes to my file?

How do I prevent someone from making changes to my file?

After conversion, you will find that a "Period Lock Date" and an "End Of Year Lock Date" are set to the conversion date (start of the financial year). This is to avoid anyone making changes to the file that has been converted.
​

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

  1. In the Accounting menu, select Advanced, then click Financial settings.

  2. Under Lock Dates, enter the date to lock transactions at.

Image showing lock date in Financial Settings screen.

3.   Click Save.

Remove a lock date

Users with the Advisor user role can remove lock dates temporarily to allow changes to transactions.

  1. In the Accounting menu, select Advanced.
  2. Click Financial settings.
  3. Under Lock Dates, delete the date in the Lock Date field, then click Save.

    • Related Articles

    • I can't upload my Desktop file

      First, check the internet browser that you are using. We recommend using Chrome to download Chrome: https://www.google.com/intl/en_au/chrome/browser/ If you are still getting an error on uploading your file it may be because of one of the following ...

    • Reckon (AU)

      What Versions of Reckon do you Convert? The Reckon conversion service is for Australia only. Please see here for what we can convert. Some types of transactions may also lead to conversion issues please see more information about these here. What is ...

    • Transactional History

      When it comes to your service selection you will be given the choice of a service: With transactional history – useful for reporting or referring to past data in Xero, OR Limited History service – useful for a fresh start or really messy legacy data. ...

    • What are the steps involved in doing a conversion?

      1. Prepare the file There is some 'tidy-up' work that we recommend you do in the file prior to conversion: How to prepare the source software IMPORTANT - Our software creates the new Xero organisation as part of the conversion process. Please do not ...

    • Using Xero

      Paid Bill or Invoice Showing an Amount Due You may find that an invoice/bill is showing as unpaid even though there should be $0 amount due. All of your reports are displaying the correct balances but when you view this particular invoice/bill it ...