Ability to change ExpectedPaymentDate on invoice within lock period
The web UI allows us to change the expected date on an AUTHORISED invoice that is issued before the period lock date. The API however does not allow this, and fails with warning about editing invoice in lock period.
Contacting Xero support, I got this message: "With the web interface, there is a script that limit fields that can or cannot edited when lock date is used. Unfortunately the API does not have that ability so currently it is all or nothing. So to edit the invoice, the lock date has to be removed first. We don't have any immediate plan to support editing locked invoices via API."
99.9% of our interactions with Xero happen over the API, and asking our finance team to go into Xero to set expected dates would be very disruptive to our processes. So we really need another solution on this that doesn't include removing the lock date.
Kieran P
shared this idea
Your app can now approve invoices via the API based on the role of the user who authorised the connection.
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John
commented
Hi just checking in if there are any updates on this?
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Kieran Pilkington
commented
Any status on this one? It should be a fairly quick fix I'd imagine. Without this, we're having to manually update dozens of records each day instead of having it sync automatically from our business application.