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The Xero Management dashboard tab shows a document date cannot be before the period lock date error message

The Xero Management dashboard tab shows the The document date cannot be before the period lock date. The document date cannot be before the end of year lock date error message if:
  • A practice manager or your accountant set the lock dates in Xero
  • You made the applicable ezyVet record before the applicable lock date
    Note: The applicable records are:
    • Invoice records
    • Payment records
    • Client contact records

A practice manager or your accountant set the lock dates in Xero

Speak to your practice manager or your accountant

If necessary, they will do the applicable troubleshooting steps.