View data when file cancelled
Ability to access a cancelled file to view the data only.
I don't need to process any transactions, but be able to view the client history for warranty information, etc. We are required to keep data for 7 years to be able to provide to the ATO, why can't we have read-only access for the file once it's finalised. One client has restructured, but still needs to be able to view the sales, and pay for a file he is getting no usage out of (even as a ledger).
Kirsty Fox
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂