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Organisation settings - Ability to wind back/restore to a previous date

Ability to restore Xero org to previous date.

Purpose: To make customers able to get the previous data from the previous date if they made mistakes in their Xero org.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, with the recent changes in Xero Product ideas, we will shift this idea to Not in pipeline to set the expectation here.

While a direct option to restore or unwind an organisation to a previous date in time isn't in our plans, as previously mentioned to confirm - Xero performs daily backups of customer data to protect against data corruption and hosting service failures. However, these backups are not available for users to restore their organisation to a previous state.

To reiterate from my last response, most actions in Xero are reversible (for example Remove & Redo on bank transactions) and our help article on Xero Central  explains some of these options that can help with needs expressed in this conversation.

The History & Notes report can be highly useful to review actions recently made so you can 'undo' these.

For future cases, if you're looking to try out a feature and not sure how it will work the demo company is always a great option to trial and test Xero's features. Thanks

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  • Keira Alexander commented  ·   ·  Report

    YES! I just updated an invoice to add information and work, yet it has updated with the new information and I've lost all the old information and have to ask the client to send me back the old invoice :( So annoying, a simple fix for this would be to restore a previous version.

  • David Gladman commented  ·   ·  Report

    Good idea - would be nice if you make a total mess in a day and need to go back to the previous day's version ...and then start again!!

  • Tickey Tafadzwa commented  ·   ·  Report

    This will be a great idea. Mistakes do happen and restoring to an earlier point will go a long way in-terms of rectifying errors

  • Xero@ Darnells commented  ·   ·  Report

    This is vital to accountants to be able to correct Organisation Data when a client deletes data that affects there VAT position and historical information.

  • Steven Wise commented  ·   ·  Report

    Actually looking to do this for my firm organization. I have been remiss in not keeping up with my organization in Xero, as I currently use QBO. Would like to restart with a new organization without starting a whole new account.

  • Justine Wratten commented  ·   ·  Report

    This would be great as I have just imported a chart of accounts into the wrong client and it cant be undone!

  • Nigel Soakell commented  ·   ·  Report

    Agreed this should be a built in feature or at least the ability to backup and restore all of the entire company data within Xero.

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