Hubdoc - Prevent Hubdoc publishing supplier bills before Xero lock dates
Please stop Suppliers Bills from being published in Xero if the bill date is prior to the period lock date!!!!
I only found out last night that Hubdocs will still publish a supplier bill with a date prior to the Xero lock date, this is crazy and I'm unsure why anyone would want Hubdocs to do this.
If you could add the option in Hubdocs to stop bills from being published in Xero prior to the lock date that would be awesome as it will ensure the integrity of end of period reports.
Steven Blaine
shared this idea
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Laura Bowen
commented
Just been made aware of this with a client. Critical that this is sorted, especially with bookkeepers who just have no knowledge of how a year-end lock down works and why
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Yubraj Sah
commented
Absolutely Agree on this.
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Jacky Collins
commented
Locked Dates & Integration with Xero.
Currently irrespective of a locked date in Xero, HubDoc will publish a document within a locked period - this is problematic and in my opinon cause greive from a reporting aspect.
Could a change please be made to prevent publication in HubDoc of documents for a locked period. With a message to indicate "Unable to Publish due to Locked Period". The User will then have the option to Unlock the date in Xero if required or have the date as the 1st of the current reporting period.
Kind regards
Jacky