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 date is earlier than the
lock date.
Learn more about lock dates here.
Learn more about lock dates here.
How ApprovalMax handles documents with a lock date
Administrators of an Organisation have the choice between two options for the handling of documents with a date prior to the lock date:
- 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"
This is what it looks like for Quotes:
If the first option is selected, documents dated earlier than the lock date will be locked:
If the second option is selected, the date of a document will be changed automatically to "Lock Date +1" after its approval:
In Xero you can set two lock dates - if both are set, the later one will be used:
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