Read-Only Access on Xero

Published May 19th, 2023 by Bailey Travis

If you are trying to set up ready-only access for a set of books for a client/banker/etc to view please follow the below steps:  Open up the client books on Xero  Go to Settings > Advanced Settings > Financial Settings  Change the Lock Dates titled ‘stop all users (except advisors) making changes on or before to a future date, i.e. 12/31/2050