Settings and activity

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1. Close periods for period reporting

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   3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate raising your idea on the site, Katie. 

   Currently within Xero there is the ability to Publish a report that'll keep a copy of the report and it's data as at the date the report was run, as well as the ability for an adviser to set lock dates that'll stop transactions being raised or edited for past periods. 

   Do these 2 features fulfill what you're in need of here? 

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   Sarah Bijoy commented  ·  27 July, 2023  ·  Edit…  ·  delete…

   This is a big need for me as well. To be able to post invoices/bills received with their correct date even when they are received after the books are closed and finalized with external parties. Having 'published reports' being different than what is in the system is too messy/have to compare the published vs. what is in xero and figure out the cause of the difference each time it is reviewed. It is important for me to use the actual date of the invoices (so they are easy to research and confirm with our vendors) versus having to put future dates on them so that they do not change the activity in the prior months/years.

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   Sarah Bijoy supported this idea  ·  27 July, 2023