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  1. Lock dates - Allocate past years overpayments to invoices outstanding after accounts are closed

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    1 comment  ·  Banking & chart of accounts » Chart of Accounts  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Iris, it sounds like you're using Lock dates here and would like to allocate credit from an overpayment that was created in a locked period to an invoice after the lock date.

    Atm, if you'd like to allocate credit you could either remove the lock date to do this, or apply a refund to the original overpayment and recreate and apply the overpayment for a date post the lock date. We'll continue to track the interest of this here, however want to be open that we don't have plans to change the behaviour of lock dates currently.

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    Sara Whelton commented  · 

    I have the same issue - I want to allocate a credit note from 2024 to an invoice from 2026. Lock dates are preventing this. But if the allocation date is this year, shouldn't that be OK?