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  1. Account Transactions Report - Show date transaction was raised

    34 votes

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    16 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Philip Broadbent supported this idea  · 

  2. Reporting - Ability to view transactions including date of transactions & date created

    8 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Kellie, you might find History & notes useful for getting the insight you're after here. 

    Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in. 

    Keen to hear if this helps. 

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    Philip Broadbent commented  · 

    It doesn't help at all!

    Philip Broadbent supported this idea  · 
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    Philip Broadbent commented  · 

    This is a serious shortcoming in Xero.

    I am the external accountant for a Xero-user company. My client had made several changes to entries that were dated prior to their previous accounting year end. The lock date had not been set.

    They did not keep a separate record of which entries had changed.
    As Kellie Sykes stated, other systems such as Sage, have a URN which makes finding after-date changes relatively easy.

    In Xero I have found it virtually impossible to track down the changes; this is a real weakness and I cannot believe that this basic function is not included. It makes me very reluctant to recommend Xero to other clients.

    Are Xero going to do anything about this issue?