My feature improvement is with regards to how the lock dates in Xero interact with the sync process in Dear.
Presently, you can set a lock date in Xero and Dear will not allow any transactions prior to that lock date to be synced with Xero.
The issue is, Dear allows you to perform the change within Dear and doesn't tell you there's an error until you try to do a sync. At this point it can be too late because the change has been made and authorised.
For example, I locked off the month of April in Xero being lock date of 30 April 2015. A colleague had forgotten to enter a supplier invoice that was dated 14/4/15. He then went on an entered the invoice as per the date on the invoice - 14/4/15. This purchase had already been receipted and some product sold.
When the sync was ran we received an error as expected. But we could not 'undo' the invoice because stock had been moved. So there is no choice but to either:
- undo all the sales and re do them (not efficient and open to errors)
- undo the lock date and allow the invoice to flow through
the 2nd option means that the numbers which I had locked and reported to management have now changed and renders the lock dates quite useless really.
My request is that Dear is able to alert the user to an error at the point they are performing the task - not at the point of sync. So if he tries to authorise the invoice dated April, it tells you there's an error and stops the task from being completed and authorised.
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