Use Xero's Lock Dates to stop people from making changes to transactions that were made in past periods.
After you set a lock date, users can't add or edit transactions in Xero if the transaction date is earlier than the lock date. Read more about Lock Dates in Xero here.
Note: you must have the 'Advisor' role in Xero to use Lock Dates.
Note: this functionality is only available for Business Plus, Premium, Streamline and Optimize accounts. Find out more about the different Receipt Bank products here.
In your Receipt Bank account:
Any items dated prior to that lock date can be published from Receipt Bank to Xero as:
- Draft bills
- Classic Expense Claims
Any items dated prior to that lock date cannot be published from Receipt Bank to Xero as:
- Awaiting approval bills
- Spend Money transactions against any bank accounts.
If you try to publish a Receipt Bank item to one of those sections in Xero, you'll see the following error message:
In your Xero account:
Use the 'Period Lock Date' setting in Xero to enforce this lock date in Receipt Bank.