Reports & tax

2 results found

1. Accounts - Ability to lock history from previous financial year backward

   Offer option to lock last and previous year's data to prevent unintentional corruption of "good data".
   Users would then have to slow down and take a great deal of care if changes to last and previous year's accounts is actually required.

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   2 comments  ·  History & notes  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for the responses to my last update, team. Based on this we'll shift this idea to delivered.

   As previously shared - You can set lock dates that'll stop changes being made to transactions during a past period. Just as an alternative, if you'd like to keep a record of reports at a point in time you could also look to Publish reports in Xero. 🙂

2. History & notes - Filter by the date a change was made

   To be able to filter the History and notes - by the date that the changes were made on something specific and not the date of the original transactions.

   This would be helpful if the Annual Financials have been finalized, and a change has been made after the fact.

   For example: You want to know when the changes toward the 2022 tax year were made, towards the advertising account transactions since a specific date i.e. a date after the financials have already been finalized.

   or

   All bills that were processed after a specific date and not necessarily the date of the bill...

   To be able to filter the History and notes - by the date that the changes were made on something specific and not the date of the original transactions.

   This would be helpful if the Annual Financials have been finalized, and a change has been made after the fact.

   For example: You want to know when the changes toward the 2022 tax year were made, towards the advertising account transactions since a specific date i.e. a date after the financials have already been finalized.

   or

   All bills that were processed after a specific date and not necessarily the date of… more

   3 votes

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   1 comment  ·  History & notes  ·  delete…  ·  Admin →
   Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

   Sorry we've not updated this idea here sooner, everyone. To confirm this is how the date range filter int he History & notes report works today - Results in the report are based on the date the actioned occurred in Xero, not the date entered on the transaction.

   For a broader view of recent user activity you may also find the assurance dashboard quite useful.

   We appreciate there are other items and actions that our customers would like to see more record of history for and we welcome you to join and/or add any ideas for specific actions you'd like to see entries recorded for.