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

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   28 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  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

   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… more

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   Keira Alexander commented  ·  08 August, 2023  ·  Edit…  ·  delete…

   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.

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   Keira Alexander supported this idea  ·  08 August, 2023