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Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > Feature Requests >
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Find & Recode - Find transactions in locked period

Started by Matthew Hazlewood in Feature Requests | Idea

It would be useful to be able to use the find and recode function as a find transactions only. It is painful having to unlock a period to locate a transaction. Maybe it could return transactions in locked periods but just not allow editing of them.
Cheers, Matthew. Right now, Find & Recode is designed to only show you transactions that can be edited. This isn't something that the team are looking to change in the near future, but we'll keep an eye on demand. Do pop back in and add your vote.
 

Kavi S (Community Manager)

Totally agree with Matthew that being able to Find things prior to a locked period would be great perhaps an option to find only and not recode could be introduced.
 

Lisa Kirk

I agree with Matthew. In light of the update in Find and Recode where you can recode transactions with a journal entry, having the ability to see past transactions would be useful. Often we do not use journal entries to correct transactions unless they come from a closed period. An added suggestion might be that to access past transactions in the Find & Recode screen, a user needs to enter their password to view them or only allow the option to recode with a MJ if from a locked period.
 

Jessica Berkley