Lock transactions within a period so they can't be edited

This sort of exists with the Finalised transactions and the User credentials. However, I think it could go one step further.

It would be very helpful if we could lock (to everyone) all transactions that, say, aren't part of the current financial year - or within a specified period, like the last three months. This function already exists in Xero (which we also use). It would help us immensely when we come to reconcile our accounts because we wouldn't haven't to do a deep dive to find which transactions were amended in eTap but not also updated in Xero. Obviously, for us, anything changed in eTap should immediately be changed in Xero. However, having something like a blanket lock in place would stop newer/inexperienced staff (who, because of their position, have admin rights in eTap) from accidentally messing something up.

  • Guest
  • Oct 10 2023
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