History | Practice Manager - Audit trail for changing/updating the Partner and/or Manager
Hi Team, would be handy to keep an audit trail of when and by who changes to the Partner and Manager Responsibility fields in Xero Green, thanks

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Sylvia Atkins commented
Practice Manager - Audit trail for staff history
It would be helpful to see when a staff member was deleted (and if so by whom) etc, also who updated staff rates etc, also would be better if we could archive staff rather then either having them forever or deleting them - after which you cannot see them in many reports
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anontest HUNTER commented
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anon hunter commented
hi
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anontest HUNTER commented
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Patricia Cumming commented
100% agree with Anna. An audit trail for any changes made to client files and jobs in XPM would be invaluable. We have an issue where client files are duplicated in XPM. If we knew who was doing it then we can prevent some of the duplications from occuring.
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Anna Kroehn commented
Would be great to be able to access an audit trail of changes within XPM to determine who has made changes to client records (addresses, emails etc) within this database. Will help to assist in working out who's been involved in changing records when issues arise.