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Why are my bills exporting to Xero in a locked period?

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Written by Jessica Callaly
Updated over a month ago

If you established your connection using an Advisor's credentials, your Lightyear permissions would be piggybacking off that user's permissions in Xero.
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In Xero, when you go to lock down a period, there are two options:
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This means you have rights as an Advisor when exporting bills from Lightyear, thus allowing you to export if you only have the first option set up.
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You can either establish the connection using a different user with different permissions/rights in Xero to limit or select the second option depending on the best process for your business.
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Consult your accountant or bookkeeper if you aren't sure how to proceed.

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