Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI
If a practice has a lock date set in their Xero Ledger Settings, an invoice created in FYI will still sync to their Xero file. The invoice will sync to Xero as a draft and the invoice status in FYI will be 'Draft in Xero'.
When accessing the invoice in Xero the user will be unable to Approve the invoice and will be presented with the following error message:
- The document data cannot be before the end of year lock date, currently set DD-MM-YYYY
The user will need to remove the lock date and resubmit the invoice in Xero.