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.
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.
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.
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.