Feature Overview
Automatic locked Period Handling prevents export errors for invoices and reimbursements that are awaiting coding or approval). When enabled, Weel detects that the expense date fall into a locked Xero period and automatically updates the expense date to the first open day after the lock date. So you can process the invoice or reimbursement without unlocking periods in Xero.
Important notes (what it does / doesn’t do):
- This setting is available for businesses connected to Xero only.
- Applies to Invoices and Reimbursements (not card transactions).
- Only auto-adjusts items that are still Coding Required or Waiting for Approval.
- Weel refreshes lock information daily during the accounting sync or when you trigger a sync with Xero.
How to enable automatic lock period handling
- Go to Settings
- Open AI and automation settings in the sub-menu
- Under Locked accounting periods enable the switch
- To refresh immediately open the Chart of Accounts and click Sync with Xero in the top-right corner
- Now when you create or edit an invoice or reimbursement dated in a locked period you will see that Weel has automatically adjusted the expense date and dates within the lock period can no longer be selected
- Weel will use the lock-safe date so it can successfully export and be reconciled in Xero