Xbert Alert when File Is Unlocked or date of locked period appears incorrect | Voters

Xbert Alert when File Is Unlocked or date of locked period appears incorrect

complete

Fiona Bell

We are constantly finding files that are unlocked or locked with the wrong date. An Xbert to alert us of this would be very beneficial. Even better would be a way to see who unlocked it.

February 6, 2023

Aaron Wittman

marked this post as

complete

Aaron Wittman

Thanks Fiona Bell , we do have lock date changed and not set. So this is a good one to add to support this. Will assume that the logic is to determine your lock date policy cycle and alert you when a lock date has been applied differently then all other clients.

Fiona Bell

Aaron Wittman: HI Aaron, yes you're correct. We have clients on monthly/quarterly BAS's. As soon as we start a BAS job, we lock off so clients can't update. It's very frustrating when we go back in later(normally the next BAS) and find it is unlocked or date has been changed. The main culprit is the tax accountant. It would be good to firstly alert us when a locked date has been changed. It could be us but we would know when we do that. Secondly, if we know who has changed it, then we can contact the user and let them know please let us know when they're finished; what have they changed; please lock after it's done.

Aaron Wittman

Fiona Bell: Thanks! Noted. In regard to this comment - "It would be good to firstly alert us when a locked date has been changed" - you will get alerted to whenever we see the lock date change. If you need more information happy to jump onto a support ticket with you.