Enable automatic lock period handling so Weel shifts locked-period invoice and reimbursement dates for you, and you export cleanly in Xero without manually unlocking periods.
Before you start
- Your business needs to be connected to Xero. This feature isn't available for other accounting integrations.
- It applies to Invoices and Reimbursements only. Card transactions in a locked period still need manual handling.
- It only adjusts items that are still Coding Required or Waiting for Approval.
Steps
- Go to Settings.
- Open the AI and automations tab in the sub-menu.
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Under Locked accounting periods, turn on the switch.
- Weel refreshes the lock date daily automatically, or immediately if you click Sync with Xero here or on Chart of Accounts.
What happens next
Once enabled, Weel automatically shifts the expense date on any invoice or reimbursement dated in a locked Xero period to the first open day after the lock date, and blocks selecting dates within the lock period, so the item exports and reconciles in Xero without you needing to unlock periods yourself.
If Xero disconnects, this pauses until you reconnect and resync; any override already approved beforehand still applies, but no new ones become available until then.
Related Articles
- Understanding automatic locked period handling when Xero is disconnected
- I've enabled auto-lock period handling and still have approved invoices/reimbursements stuck with an export error?