How can the due date of Xero Bill be prepopulated?
The due date of Xero Bill is adjusted automatically based on the Contact Payment terms.
If the date in the Bill is updated, the due date will be also updated accordingly.
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How is a lock date handled for Xero Bills?
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 ...Lock date handling
This setting is relevant for Xero Bill, AP/AR Credit Note, Xero Batch Payment, Sales Invoice, Quote and Manual Journal workflows. What is a lock date in Xero? If you have the Adviser role, you can set a lock date to stop changes being made to ...How can the due date of Xero Sales Invoice be prepopulated?
The due date of the Xero Sales Invoice is adjusted automatically based on the Contact Payment terms. If the date in the Sales Invoice is updated, the due date will also be updated accordingly.How is a lock date handled for Xero Quotes?
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 ...How does the feature Xero Bill Duplication Control work?
ApprovalMax identifies Bills that might potentially be duplicates and notifies Requesters, Reviewers and Approvers at every stage with a respective message to ensure their awareness. Requesters are advised to consider this information before ...