Audit Trail Report
We desperately need an audit trail report available for advisors.
I think it would be sufficient to have the below added to the account transactions report style (but named as Audit Trail):
1 - the ability to include an 'edited date' column
2 - the ability to include a 'notes' column
3 - a tick box to show/hide audit trail history (so voids would show as separate creation and void lines netting off, not just removal of the original transaction)
4 - a unique un-editable transaction identifier for all transactions, not just bills/invoices
It must be exportable to excel with the dates on every line.
So many times I have gone to produce a set of accounts and the prior year has changed because the date wasn't locked, or the client unlocked it, or someone didn't realise they shouldn't retrospectively correct the bank after filing the year end...
Ellie Hall
shared this idea
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Karen Vendy
commented
I need to be able to see who is changing settings that should not be changed.
Of course everyone denies it but there is no audit trail for me to check.
My concern is two pronged as at times i think data fields in for example invoices may suffer with mapping problems when Xero makes software changes. An audit trail would hold a light to the problem.
This is not a small problem, it really needs to be addressed.
Thank-you in advance Xero -
Sunita Phillips
commented
I particularly think the amount of time logged in on a client also helps with time billing queries from client.
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Jonathan Matthews
commented
Yes, I agree. We have it for transactions but not the reports. Currently anyone could 'mess' around with the reports particularly my custom reports, and I would have no idea what they have done, who did it, and when.
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AdminXero Team
(Admin, Xero)
commented
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.