Integrating Xero Lock Date with Workshop Software connects the two systems so data flows between them without manual entry. Once set up, this integration saves time and reduces the chance of errors when working across platforms. Follow the steps below to configure the integration.
XERO Lock Date Error When you see the following message on your error report
ERROR
Organisation Accounts are locked on a specific date, no invoices or payments can sync to Xero
SOLUTION
Change the lockout date in Xero, then do a manual sync in workshop Software ( Manual sync button is the Xero icon that is at the top right hand corner of Workshop Software )
IMPORTANT INFORMATION
Before you remove any lock dates in Xero be sure to speak with your bookkeeper/accountant as they have activated this function after a BAS or Financial Period is over /reconciled and logged.
Good to Know
- If you experience any issues during setup, contact the Workshop Software support team for assistance.
Frequently Asked Questions
What do I do if the integration is not working?
First, check that your credentials are entered correctly and that both systems are accessible. If the issue persists, check the event log in Workshop Software for specific error messages, or contact the Workshop Software support team for assistance.
Can I disconnect this integration later?
Yes. You can disable or disconnect the integration at any time through the integration settings in Workshop Software. Disconnecting does not delete any data that has already been synced.