Status Date Option- what was the status of the business on a specific date
To have a calendar where we could look back, for example, to 3rd June 2021 and see exactly what occurred on that date- who was on annual leave, what invoices were due on that date, what payments were made/ due on that specific date. Reports change depending on the day they are run, so if information is amended after it skews the figures. Could have both options- what the actual business situation was historically, and say an 'include modifications since' option where we can see both- with the date of the modifications added so we can see what changed the business situation and when since that specific date.
Victoria Trelease
shared this idea
Appreciate the thinking around your idea, Victoria. In the way Xero works data and reports are updated in real-time.
To keep a copy of a report at a given point in time you could publish it, and History & notes or Assurance dashboard can be useful in understanding users activity over a period of time.
Being open, this would require quite extensive change and development across Xero and it's not something we have intentions of at this time.
If it's a circumstance you often find yourself needing, you may want to explore Xero's App store where there are connected and certified partners that can provide back up and storage services.