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  1. Banking - Account transactions display ability to show if there are attachments

    1 vote

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    0 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your thoughts with us.

    Just to check is this from the Account Transactions screen of the bank account that you're referring to? - Atm, where there is a file attached to the transaction a file icon along with a number is shown in the far right of the grid on the Account Transactions screen.

    Appreciate you're asking a little further that you'd like to be able to include the document name, being open considering document names can be quite long and there would also need to be consideration for what shows when there are multiple documents attached this isn't something we have any plans around right now but will gain a sense of the interest your idea builds in the community here.

    a lyons shared this idea  · 

  2. Organisation settings - Ability to wind back/restore to a previous date

    105 votes

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    41 comments  ·  Users & setup » Navigation  ·  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…

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    a lyons commented  · 

    No organisation, including Xero, cannot guarantee security of the data it holds. Witness Optus, Qantas and Medicare. A full up to date copy on the client's hard drive gives the client valued security. That can be set up so that it is achieved easily with a couple of key strokes or automated so that it runs periodically.
    The present options involve multiple, time consuming steps mentioned in a support article. such as burdensome, component by component approach is directly contrary to the reason why we use Xero. It is to save time.
    Please provide a one touch visible button that the client can customise to back up a full copy of the data, reports, etc. to the client's nominated location, eg. hard drive, NAS, and a restore option. Thank you

    a lyons supported this idea  ·