History & Notes - Audit trail for all transactions and user activity
Ability to see audit trail for all transactions and user activity in Xero.
Purpose: So accountants and clients can work better, and can identify who did what in Xero easier.
Laura Davis commented
We need to be able to see changes to our chart of accounts. Some VAT rates have been changed and we cannot see who or when it was done. This has caused a big problem for us and would be more than helpful if you could assist on this. An audit trail is so important for all areas.
Sue Williams commented
An audit trail is critical - especially for payroll functions. Specifically pension communication sent directly through Xero and the ability to reproduce copies of the letters sent.
One of my clients is currently having a review from their pension provider and they have asked to see copies of the postponement correspondence sent to specific employees when they joined a few years ago. The client sent out the letters using Xero's 'E-mail postponement letter' function and thought nothing more of it.
Now there is no proof the letter was even sent! I've contacted Xero for help to get a copy of the letter or an audit trail and I was pointed to this thread and given no support as to how I can prove this was done or to get a copy of the letter.
Hopefully the staff members retained a copy of the email but I'm not optimistic they would have.
An audit trail in the employee record to say which letter was sent out with a date/time stamp and an ability to reproduce the letter is essential.
What a waste of time to email the letter and then download to save outside of Xero - what's the point - you may as well send the letters outside of Xero in the first place.
Aimee Hunn commented
An audit trail for Payroll as pointed out below by a few other Xero users is a must requirement (for obvious reasons, examples in some of the comments below). This is critical, not a nice to have. When will this feature be available?
Emma Radbourne commented
Seems like the issue continues..
We had a tax code notice come through for our director, which was incorrect, and on investigation got to the bottom of it, but whilst (just by chance) checking the director's details, notice the tax code was very wrong and looked like HMRC owed him..not correct. In addition, apart from his car we have never had any benefits so nothing would have been set up, but all of a sudden, 2 benefits have appeared, with £s next to them.
When querying with Xero, they said no history and blamed us.
Why, if we can see when we migrated in to Xero, send invoices/ statements etc, are they incapable/unwilling to help....cost to them??
We're going back to Sage straight away!!
Jason Grant commented
It's interesting that this was added by the Xero Team on July 25, 2012 (is that a mistake should it be 2022? Almost 11 years overlooking such a a key feature)
(BTW, a similar request - or should it be begging on our knees, pleading with tears - with more detail is over here if you want to vote again)
As it is I wll now sum up my marks on audit trail in QB and Xero, which I keep meaning to write up for an article for the press:
Audit trail report.................................... 2/10 ............5/10
(History and Notes is a mess and doesn't even export even if you wanted to play with the data yourself. See old QB desktop for maximum marks for a full audit trail report, with a journal view for each change of the transaction. Those were the days!)
Account transaction report .....................N/A ..........8/10
(can add Last modified and Modified By columns in QB, doesn't get 10 for a reason not relevant here)
Bank audit trail
(feed vs import column, running balance) ..9/10....... 1/10
(Unfortunately the banking section on QB is rubbish, bank reconciliation report can't be run until all transactions are ticked, and there is no bank statement there, anyway not for now, just wish they'd sort this out)
PS History and Notes on each transaction - doesn't interest me. This would be included in a good Audit trail report. If I am looking at audi trail on a transactional level, it is like looking for a needle in a haystack and leads to major stress levels! Oh Xero how many more years without an audit trail report?
Stephanie Usher commented
This function would be great if it not only showed transactions edited (as in the history and notes log) but what users are viewing without editing.
Tysha Howes commented
Shocked its not as standard
Megan Donegan commented
a must for all functions of payroll
Chrissy O'Reilly commented
Would help immensely.
Kendra Stephenson commented
An audit trail would be so helpful. Not just for payroll but being able to see what a transaction was originally coded to and then who changed it, when it was changed and what it was changed to all on a beautiful transaction report.
Alex Polden commented
Why doesnt Xero have an audit trail
Liv Bemrose commented
Notification when STP does not get filed after it is left pending, assuming it goes thorough unless it is checked again.
Luna Wei commented
Shona Rankine commented
Audit trail for payroll is essential not a "nice to have" - who, when and what. Who made the original booking, when it was done (date & time) and details. And the same for any subsequent changes.
Gill Williams commented
Any changes to payroll
Ian Brock commented
Would be great to see when the 'lock dates' are changed and by which user - i.e user unlocks a period, makes changes, locks period. Currently there's no simple way to see this happening
Chris Wale commented
We need the ability to see what changes a user made on a transaction.
User 1 changed Tax Rate to "No VAT"
User 2 changed Tax Rate to "Standard Rate Purchases"
User 3 changed Account to "Bank Charges"
At the moment, Xero only shows when a user edited a transaction, but not what they edited. So it's hard to audit the changes to transactions.
Nikki Gardyne commented
We need to be able to see who logged in, how long they logged in for, and what they viewed (not only what they actioned) so for example if they viewed the P&L.
Michelle Brand commented
A definite requirement for business owners to see who did what in their own Xero file, in particular for Payroll Admin access users, where any changes made can have drastic repercussions, including fines and Fairwork compliance. Disappointing that in 2022 we are having to ask for this function. I would have thought Xero would be all over this & a front runner for providing such critical information.
Natasha Stone commented
I have just had an issue with the updated tax code of employee had additional number in code which had a huge impact on net salary. The tax notice from HMRC was correct and without an audit trail I can not ascertain if issue is a bug in Xero or manual error. I had to reverse and re run my payroll in August which is not ideal.