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How to Find the Locked Accounting Periods Setting

  • Updated

If the Locked accounting periods setting isn't showing under Settings → AI and automations, follow these checks to find out why and get access.

Steps

  1. Confirm your business has an active Xero integration. This setting only supports Xero.
    • If your business uses MYOB, QuickBooks, NetSuite, Business Central, or Manual accounting instead, this setting won't appear. That's expected, not a bug.
  2. Go to Settings → Integrations and confirm Xero shows as connected. If it's not fully connected, finish or redo the Xero connection first.
  3. Check that your role has permission to update account settings. Only Owners, Admins, Accountants, and custom roles with settings access can see the Settings tabs this feature lives under.
    • Team Members, and any custom role without settings access, won't see the AI and automations tab or most other Settings tabs.
  4. Go to Settings → AI and automations and look for Locked accounting periods.
  5. If you've confirmed all three checks above and still don't see it, contact our support team at help@letsweel.com and we'll take a closer look.

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