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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.

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Steven Blaine shared this idea  ·   ·  Report…  ·  Admin →
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  • Laura Bowen commented  ·   ·  Report

    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

  • Jacky Collins commented  ·   ·  Report

    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

  • Vicki Carlisle commented  ·   ·  Report

    We really need a date restriction in Hubdoc to stop it posting into 100 years earlier. How it even interprets 20/10/23 as being 1923 is crazy. Ideally the lock period in Xero would link through and limit what can be done in Hubdoc, but in the absence of that functionality it should be able to be set in HubDoc

  • Sarah Field commented  ·   ·  Report

    Any update? This is critical for accuracy of information

  • Dwayne Edwards commented  ·   ·  Report

    Has there been a resolution to this yet? A period lock feature in Hubdoc (or linked to Xero) would solve this.

  • Greg Smyth commented  ·   ·  Report

    Clients are able to push invoices through to Xero from Hubdoc for periods that are locked in Xero. We need this feature to stop them amending prior period accounts that have already been completed.

  • Colette King commented  ·   ·  Report

    This can cause big problems as clients can post transactions into locked periods and potentially change figures in prior years accounts! As we know Hubdoc bills can be published to 'Draft' which eliminates this problem, but there is no way to set Hubdoc to do this as default. So, clients can still publish straight through to 'Awaiting payment' which is how this issue occurs. Please update the setting ASAP.

  • Anne-Marie Martin commented  ·   ·  Report

    If you have a lock date in Xero you can't enter a spend money in Hubdoc prior to that date however you can make a bill date earlier. Hubdoc sometimes read an invoice wrong, I had one 1922 instead of 2022, as auto sync just post the bill to Xero this was throwing out the prior year accounts payable. I think that Xero lock date should prevent bill date before that date also