What should I do when the document date cannot be before the end of year lock date?

Cause:

The error occurs when attempting to sync a document with a date that falls before the end of year lock date set in Xero. The lock date is set to prevent changes to transactions during a past period and can be changed or removed at any time by the Xero advisor user role.

Resolution:

To resolve this issue, you have two options:

1. Change the Bill Date and Resync: Modify the document date to be after the end-of-year lock date in Peakflo. After changing the date, resync the document to update it in Xero.

2. Open the Period in Xero: Alternatively, you or the Xero advisor can open the period in Xero that corresponds to the document date. This will allow you to make changes to the documents within that period.