Set a lock date to stop changes being made to transactions during a past period. You can change and remove the lock date at any time. You typically set a lock date when your financial records are being …

This type of report is sometimes referred to as an 'audit trail' or ‘audit log’. The report summarises changes to your financial data – which includes invoices, bills, contacts, inventory items and fixed …

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Jul 16, 2025 · Did you know every invoice, bill, and transaction in Xero includes a built-in audit trail? It's a feature some users might overlook, but the History & Notes feature lets you easily see who made …

Lock Dates, or Closing Dates are a feature of Xero and QuickBooks Online respectively designed to help prevent changes to records in periods that have already been reported on or filed.

Learn How to Lock Periods in Xero in 1 minute using our interactive demo guide!

Oct 23, 2025 · Automate reconciliations, invoicing, and payments in Xero to eliminate errors, cut manual work, and close books significantly faster every month. Sync sales, refunds, and fees from Shopify, …

In this video we will learn about how to lock dates in xero, set lock date in xero, restrict past entries with xero, close accounting period step by step xer...

Dec 3, 2025 · The Journal Report is the closest thing to an Audit Trail. It can list transactions by date entered, which should show what has been changed since a financial report was last run.

Utilising the ‘lock dates’ function in Xero can be useful at the end of the year, when your final accounts are due to be prepared, when a specific reporting period has come to an end, or at month-end when …