It is very easy to lock periods in Xero. Here’s a short tutorial on how to do it in simple steps:
- On Xero's main dashboard, go to the top menu bar and click 'Accounting'.
- Choose 'Advanced' from the list of options.
- After that, find and click 'Financial Settings'.
- Scroll down to the Lock Dates section, then set your preferred period. Simply click the drop-down menu and pick a date from the calendar.
- Once done, click 'Save' to apply the changes.
- After completing these steps, the financial reporting period of your Xero organization will be locked based on your input.
