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For accountants & bookkeepers: Xero Practice Manager

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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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Alan Quinlan shared this idea  ·   ·  Report…  ·  Admin →
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  • Sylvia Atkins commented  ·   ·  Report

    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

  • Patricia Cumming commented  ·   ·  Report

    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.

  • Anna Kroehn commented  ·   ·  Report

    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.