Settings and activity
3 results found
-
17 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?
An error occurred while saving the comment 
Frances Howard
supported this idea
·
-
10 votesFrances Howard
supported this idea
·
-
37 votesFrances Howard
supported this idea
·
Critical need for us too - Date and period should be separate fields/options in the system - it's the only way to enable accurate reporting.