Disconnecting or deleting your Xero integration pauses automatic locked period handling until you reconnect and resync. Any date override approved before the disconnect still applies when its bill or reimbursement is processed, but no new lock dates or overrides become available in the meantime. Reconnecting Xero and letting it resync brings everything back online.
How It Works
- Where to find it: Automatic locked period handling lives under Settings > AI and automations > Locked accounting periods.
- Approved overrides still apply: Any override approved before the disconnect is stored on the bill or reimbursement itself and still applies when it's next processed.
- Lock dates stop showing: With Xero disconnected, Weel can't fetch a live lock date, so none appears for admins or approvers.
- New overrides can't be proposed: Without a live lock date to check against, Weel can't suggest one for anything approved while you're disconnected.
- Reconnecting restores it all: once Xero is reconnected and synced, Weel re-fetches the lock date and automatic handling resumes normally.
Good to know
- Locked-period export failures still happen. If the period is genuinely locked in Xero, exporting a bill or reimbursement fails with: "The period is locked in Xero, please update the reimbursement date and try again." Update the date or unlock the period in Xero, or wait until you're reconnected.
- To restore automatic handling, reconnect Xero via Settings > Integrations, then either wait for the next daily accounting sync or trigger one immediately via Chart of Accounts > Sync with Xero.