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Expenses - Prevent users from submitting expense claims for locked periods

Xero should not allow employees to submit Expenses for locked periods. It must have a Posting Date & Document Date to facilitate this. The document date should always be what's on the invoice/receipt

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Charleen Anthony shared this idea  ·   ·  Report…  ·  Admin →
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  • Alice Tindal commented  ·   ·  Report

    Lock Dates for Xero Expenses so employees can't submit claims past a certain date for the prior month as the dates are locked

  • Ross Jensen commented  ·   ·  Report

    I agree - even a function for Xero to edit posting date to lock date +1 rather than having to edit the EP