Sending a Bill to Xero may return a lock date error

Who can use this?

Platform: Web            Plan: Pro | Plus            Staff Permission: Purchases

Issue

When you are sending your bills to your accounting software, may can you show the error "The document cannot be edited as it is currently dated before the lock date, current set at <date>"

 

Screenshot-2023-08-18-112530.png

 

Resolution

Check the following details:

  1. If you have the same bill number or description ( Invoice No/Ref ) in your accounting software ( if yes, reset your bill as a draft and edit the number or description )
  2. Your account code column, you need to have your codes on both platforms.
  3. Your lock date in Xero and the date of the bill in Tradify

 

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