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1. Close periods for period reporting

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   5 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? 

   Anne Thomas supported this idea  ·  20 March, 2025

2. Lock Dates - Allow old bills/invoices to fall into current accounting period

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   submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Anne Thomas commented  ·  20 March, 2025  ·  Edit…  ·  delete…

   I totally agree. Being date driven for everything is fine if everything is perfect. I'm forever having to reopen periods or putting fictitious dates into the system. I'd really prefer an ability to close a period but enter transactions into an open period using the correct date.

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   Anne Thomas supported this idea  ·  20 March, 2025