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.
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.
Bryan White commented
Accountant claims I never submitted information several months ago. Of course, I have no proof, no confirmation email, no audit trail I can show.
This is a major audit deficiency.
Justin Cook commented
Definitely a need to see who is making changes to payroll given the ability of users with payroll admin access to make significant changes around how employees get paid
Nigel Halsey-Watson commented
There is need to see who made updates to payroll and when
Gina Jessica commented
Hi Xero Support, I am voting for the feature that History and Notes be established so as to have audit trail for all transaction and user activity. Thanks. Gina
Wayne Evans commented
The ability to see which adviser provided access to functions like Payroll Administration and the ability to see what such access holders entered and viewed is important.
Also having a two approver requirement for sensitive Administration access would be a strong control approvement.
Sarah Bowrey commented
We would find it extremely beneficial to see an audit trail of:
- who has logged in to a file (for an indefinite period, not just the last few logins)
- who has made changes to employees (eg their leave accruals, hourly rates, status, etc)
This is a fundamental part of businesses that clients need to get right. It also helps provide quality control over data if the client (or accountant) can identify who has made changes and when.
Rebecca Dunn commented
Alton Duncan commented
Adding, deleting or changing general ledger accounts should be tracked audit item. This is fundamental to sound security practice.
Anél le Grange commented
It would be great if the history of users with regards to reports they generated can be seen.
Sharon Boxsell commented
I need to export History & Notes - PDF or Excel format for external purposes.
Caicy SL commented
History & Notes - Payroll
Ability to see audit trail for all changing of details in Payroll section specifically Employee bank account change in the first instance.
Purpose: So accountants and clients can identify who did what in Xero without asking all the users in the account.
Susan Macdonald commented
We are looking at whether to move to Xero payroll and consider an audit report to show who has changed any employee details a critical part of any payroll system.