The document cannot be edited as it is currently dated before the end of year lock date, currently set at {DATE}
This issue occurs when Sync tries to update details for an invoice dated before the Satellite entity's set Lock Date. Sync will not be able to update invoice details until this lock date is changed.
To fix this issue:
Edit or remove the lock date from the Satellite entity.
Re-sync any events that failed because of this issue from the Events page in sync.cimplico.com.
You can read more about Lock Dates here.
Unable to update the invoice: Invoice not of valid status for modification
This issue occurs when Sync tries to update invoice details but the invoice in the Satellite entity is either VOIDED or PAID. Sync can only update invoice details if the invoice status is AUTHORISED.
When an invoice is VOIDED in the Satellite entity, Sync can no longer process it. If the invoice status is VOIDED you will need to create a new invoice in the Group entity for it to be synced.
If the invoice status is PAID:
Find the invoice in the Satellite entity.
Remove all payments from the invoice.
Re-sync any events that failed because of this issue from the Events page in sync.cimplico.com.
NOTE: Any payments removed from the Satellite invoice that are present on the Group invoice will be re-synced when you re-sync the event.
Unable to update the invoice: Invoice not of valid status for modification. This document cannot be edited as it has a payment or credit note allocated to it
Unfortunately, Sync cannot update invoice details if a payment or credit note has been applied to it. This is a limitation of Xero that will hopefully soon be resolved. In the meantime, you will need to manually fix this issue.
To fix this issue:
Find the invoice in the Satellite entity.
Remove all payments and credit notes applied to the invoice.
Re-sync any events that failed because of this issue from the Events page in sync.cimplico.com.
NOTE: Any payments or credit notes removed from the Satellite invoice that are present on the Group invoice will be re-synced when you re-sync the event.
Unable to void the old invoice from the sat entity:
This document cannot be edited as it has a payment or credit note allocated to it
This issue only occurs when you have updated an invoice's tracking option after it has already been synced. Sync will attempt to remove the invoice from the 'old' Satellite entity before syncing the new one. To remove this old invoice, Sync will set its status to "VOIDED". This can only be done if the invoice has no payments or credit notes applied.
To fix this issue:
Find the invoice in the former Satellite entity.
Remove all payments and credit notes applied to the invoice.
Re-sync any events that failed because of this issue from the Events page in sync.cimplico.com.
Unable to void the old invoice from the sat entity: The document cannot be edited as it is currently dated before the end of year lock date, currently set at {DATE}
This issue only occurs when you have updated an invoice's tracking option after it has already been synced, and the invoice is dated within the 'old' Satellite entity's lock date. Sync will not be able to update the invoice's status to "VOIDED" in the 'old' Satellite until its lock date is changed.
To fix this issue:
Edit or remove the lock date from the Satellite entity.
Re-sync any events that failed because of this issue from the Events page in sync.cimplico.com.
You can read more about Lock Dates here.
Having trouble? Contact Support