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 export from Lightyear will now work.
If reporting is already done for this period, some customers will choose to change the invoice's date instead, but this is a personal choice and both methods will impact your business reporting one way or another.
Consult your accountant or bookkeeper if you aren't sure how to proceed.
Check out release notes for Q2 2021
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 ...
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 ...
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 ...