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Description
Automate Xero lock date management LedgeSafe gives finance teams full control over Xero lock dates — with approval workflows, audit trails, and instant alerts when someone changes a date outside the system. The problem it solves In Xero, anyone with the right permissions can change a lock date without anyone knowing. An unexpected change means reconciliation errors, audit issues, and hours of investigation. LedgeSafe closes this gap. What LedgeSafe does • Approval workflows — require sign-off before any lock date change goes through. Set who can approve, and the date can only be changed once approved. • Audit trail — every change is logged: who changed it, when, from what date to what date, and whether it was approved. • External change detection — if someone changes the lock date directly in Xero (bypassing LedgeSafe), you're alerted immediately via Slack or email. • Scheduled reminders — recurring Slack or email notifications showing the current lock date, so your team stays in sync. • Compliance alerts — get notified if the lock date falls behind a threshold you set, perfect for month-end close tracking. How it works Install the extension, connect your Xero organisation via secure OAuth (LedgeSafe never stores your Xero credentials), set your approval rules, and connect Slack or email for notifications. The extension detects your active Xero organisation automatically. LedgeSafe works alongside the web app at app.ledgesafe.com, where you manage settings, view audit history, invite team members, and track compliance. Who it's for Finance teams, bookkeepers, and accountants who manage Xero lock dates as part of their month-end close — especially teams where multiple people have Xero access and lock date discipline matters. Requires a LedgeSafe subscription — sign up at app.ledgesafe.com. A free trial is available.