How a lock date is handled

What is a lock date in Xero?


If you have the Adviser user role, you can set a lock date to stop changes being made to transactions during a past period. After you've set a lock date, users can't add or edit transactions in Xero if the transaction date is earlier than the lock date.

Learn more about lock dates here.

How ApprovalMax deals with a lock date


Company Administrators can define how documents with a date prior to the lock date are to be handled:
  • Either such documents are blocked for approval until their date or the lock date is changed manually in Xero
  • Or their date gets automatically changed to "Lock date + 1 day"
Here is how this option looks:



We are taking into account both Xero lock dates. If both are set up, then the latest one.

5. ApprovalMax for Xero

  1. How to connect to Xero
  2. Why do suppliers not appear in ApprovalMax after being created in Xero?
  3. How to create suppliers directly in ApprovalMax?
  4. Can I try without using real Xero data?
  5. What happens after an approval/rejection
  6. Supported countries, taxes, currencies
  7. Are attachments downloaded?
  8. How Accountants are notified about an approval
  9. How a lock date is handled
  10. What Xero data does ApprovalMax modify?
  11. Xero data sync period
  12. What "Xero API call rate exceeded" means
  13. Are audit reports sent to the customer with the Sales Invoice?
  14. Why are taxes changed to Tax Exclusive after the PO is sent?
  15. How does the Xero Purchasing Officer find out if an email with the Purchase Order has been sent to the Supplier
  16. What are tracking categories used for?
  17. How can I print an approved PO from Xero?
  18. What is the Requester?
  19. How can I print an approved PO from ApprovalMax?
  20. Reports
  21. Our rules contain base currency values; what if we have a request with another currency?
  22. How to cancel a rejected request
  23. Why does the Item Code not show in the PO PDF?
  24. Why sometimes Audit Reports are not attached to Xero document?
  25. Why Xero requester is not getting notifications?
  26. Why do I get "5015 - Failed to validate signature" error
  27. Can I download multiple Audit Reports in a single archive?
  28. Accrual Report .csv for Xero Manual Journal Entry
  29. What access should Xero users working with ApprovalMax have
  30. How to enable Bill to PO Matching
  31. Who can do Bill to PO Matching
  32. When can Bill to PO Matching be done?
  33. Which Purchase Orders are available for matching?
  34. How to match Bills with their initial Purchase Orders
  35. Why are Bills not pulled from Xero to ApprovalMax?
  36. Advanced settings for Bill to PO matching
  37. How is Bill to PO Matching reflected in reporting?
  38. What is Bill to PO Matching?
  39. Budget Management
  40. How to configure the PDF file of a Purchase Order that will be sent to the customer
  41. Mark PO as Billed
  42. How to split lines?

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