Settings and activity
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13 votes
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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Tejal Shukla
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16 votesTejal Shukla
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Big need for us as well-having the ability to post/rectifiy transaction for past locked periods in the currentperiod without effecting past published accounts, VAT filings etc.