Historical Changes

Have you ever had that uncomfortable feeling that something in a previous period has changed after you’ve reported it to the board or to the tax authorities? All the accountants we know have run into this at some point.

Everyone makes mistakes, and it can be quite easy for someone with Advisor privileges in Xero to create a record with the wrong journal date.

The tricky thing is tracking down these changes so they can be amended. Dext Precision allows you to identify exactly what was changed and when within seconds using our Historical Changes check.

Go to the Client Overview page and then go down to Historical Activity – Historical Changes.

Simply input the historical reporting period that you want to check, and the close date from which you expect no more transactions to have been logged for that period, and click Run Report.

Dext Precision queries the underlying journal transactions for the client, and looks for transactions that have a journal date within the historical period, but a created date of after the reporting close date.
You’ll be able to jump straight to the offending transaction(s) in Xero from the results. And, in case you need to show someone else where it all went wrong, you can always export the results to PDF.

Companies House Periods (UK Only)

For UK companies, using Companies House data we can pull back your last filing period and the date the accounts were filed in the secondary navigation. Use the ‘Use these dates’ option to auto-populate the Historical Changes insight with your last filing dates.

A metric will be shown in the Practice Dashboard to highlight where there has been any changes to filed data.

Note: Dext Precision uses the Companies House number it detects in Xero to make this connection – if we can’t display any data, check the Companies House number in Xero is correct and update if necessary.

Historical Changes Checks

Note: Historical Changes is currently available for Xero clients only.

The Historical Changes check is also available in Workflows for UK companies, this will be automatically populated as the last filing period, but it can also be adjusted during the Workflow.