Why are my bills exporting to Xero in a locked period?

Why are my bills exporting to Xero in a locked period?

If you established your connection using an Advisor's credentials, your Lightyear permissions would be piggybacking off that user's permissions in Xero.

In Xero, when you go to lock down a period, there are two options: 

This means you have rights as an Advisor when exporting bills from Lightyear, thus allowing you to export if you only have the first option set up. 

You can either establish the connection using a different user with different permissions/rights in Xero to limit or select the second option depending on the best process for your business.

Consult your accountant or bookkeeper if you aren't sure how to proceed.


    Check out release notes for Q2 2021

      • Related Articles

      • Exporting from Lightyear to Xero

        From the Signed Off tab in Lightyear,  choose which invoices to export by selecting or deselecting under the tickbox column or individuals, then click the Export to Xero button.   At the end of the export process, you will get a confirmation on ...
      • How to handle exporting to Xero in Locked periods

        Xero Export failed: The document date cannot be before the period lock date, currently set at DD-MM-YYYY You are trying to export bills with a date that is in a date range of a locked out period within Xero.   In Xero - unlock the date period and the ...
      • Troubleshooting Xero Error Messages

        Lightyear has a ton of built in validation checks to ensure the data is correct in Lightyear before trying to send the Bill and information to Xero.  However, there are occasions when the  Export fails and Lightyear displays the reason for the error ...
      • Sending Product Codes to Xero

        Activating Product Codes to be sent Lightyear has always been able to extract line item details and we can now send these Product Codes to Xero as well! Activate this setting under Settings > Accounting Software > Accounting Software Settings > Send ...
      • Xero Integration Setup Guide

        Connecting to Xero Because Xero and Lightyear are both cloud-based, set-up and connectivity between the systems is seamless.  Here's how. From the Navigation Pane, head over to Settings > Accounting Software > select Xero > Connect.   You will be ...