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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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   Ka Yan Yu commented  ·  26 July, 2024  ·  Edit…  ·  delete…

   Critical as I just received a client file and attempted to reconcile. Only half way through the process then I found out the system has been generating the same bill twice. I am not certain how many bills are in this category but it is also too late to revert what I have done one by one. As a result, the whole bank rec and purchase billing are no longer reliable and I have no clue how to fix it at this point.

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   Ka Yan Yu supported this idea  ·  26 July, 2024