✨ Tam Nguyen’s Post

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Director of Business Development @ Furey

I once changed my finalized financials by mistake. Here's how to avoid that. Have you ever reviewed and posted your financials, only to find the numbers have changed when you check them next month? I have (more than once). And I was the one who accidentally made those changes. You can prevent these types of changes by locking the financial period. In #Xero, there are two types of lock dates: 1. Soft lock dates prevent non-Advisor roles from making changes. 2. Hard lock dates prevent all users, including Advisors, from making changes. Note: Advisors can update the lock dates to make changes when necessary. Learn more in the link below 👇🏼

✨ Tam Nguyen

Director of Business Development @ Furey

4mo

📌 Locking financial dates in Xero: https://bit.ly/4ao8Oa4

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