skipped entering my conversion/opening balances.I'm now trying to enter invoices from my old systerm that pre-date the conversion date the entered

skipped entering my conversion/opening balances...

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I subscibed to xero yesterday and skipped entering my conversion/opening balances.I'm now trying to enter invoices from my old systerm that pre-date the conversion date the entered in xero(april 2010). I keep getting an error message saying the accounts are locked up untill the march 31st and i can only enter the invoices after this date. why is this message appearing and what can i do? ask.com

Replies (3)

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By Pertax
08th Nov 2013 17:17

Unlock Xero

Hi you can unlock the dates by going to setting, general setting and then financial settings. 

 

Best of Luck 

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AshTag86
By Ash_D86
08th Nov 2013 18:51

Just before that....
Before you go into the Financial Settings page, you will need to give yourself the Adviser Role.

In order to do this you can go to Settings, General Settings, Users. In here, click in to yourself, select Adviser and Save.

Once this has been done, pop over to the Financial Settings page and remove the automatic Period Lock Date.

Ashley Driver
Customer Experience Specialist, Xero
@Ashtag_86

Thanks (1)
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By Kezza
09th Nov 2013 02:31

Final thing to do....

Once all the pre conversion dated invoices have been entered, we recommend that you go back into the conversion balances and save the conversion balances again. We have seen that unless you do this, the invoices that you have raised get added to the conversion balances, this is a simple step that will ensure all is ok.

Attitude to risk is a low one, I still Ctrl G in excel and select visible cells even though people have told me this has not been necessary since excel 97! Old habits die hard.....

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