Skip to content
← Share and support customer ideas for Xero

Settings and activity

3 results found

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

    106 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    41 comments  ·  Users & setup » Navigation  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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…

    Holly Mapletoft supported this idea  · 

  2. Xero Tax (UK) | Partnership LLP Accounts and Tax - SA800 for multi member partnerships

    91 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    48 comments  ·  Practice tools  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Holly Mapletoft supported this idea  · 

  3. Reporting - Budgets by tracking category to integrate with master overall budget

    175 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    69 comments  ·  Reports & tax » Budgets  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey team, thanks for the continued support in this idea. We recognise the manual effort involved in consolidating tracking-category budgets, and while this remains outside our current roadmap we would like to share an update now that we have released new Budgets - Our new Analytics Budgets supports tracking category filters, but it doesn’t currently have the ability to roll separate tracking budgets into one master overall budget.

    We understand the appetite here and will continue to review this idea in future planning.

    If there are any changes we'll let you know here.

    For now, some community members have kindly referenced third-party options that could be explored and may fulfil needs in this space.

    An error occurred while saving the comment
    Holly Mapletoft commented  · 

    This would be extremely useful I am having to do all separate budgets and an overall budget manually at the moment