Xero HQ - Ask history
To record details of queries sent from Xero Ask such as
- created date
- Who created
- date sent
- who sent it
- recipients that received the query
Purpose: This would be helpful when a client says they have not received a query
AdminXero Team
(Admin, Xero)
shared this idea
Appreciate wanting history for Xero Ask queries.
This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.
We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here.
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Jessica Browne
commented
This audit history is important. I would also like the ability to automatically backup via API instead of downloading each query individually.
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Delyse Mercer
commented
A client user console with the ability for that user to log in and see queries on multiple entities rather than have to click on every email. eg. particularly useful when asking queries to a bookkeeper or financial planner on multiple different clients so that they can track all their queries in one location.
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carolyn austin
commented
The option to just copy your own email address on a Query being sent would provide some sort of record and mean that you could see
a) that it was sent and
b) the email template that was used -
Ellie Hall
commented
It would be great to have an 'edited date' column available within the account transactions report, as well as a tickbox to show/not show audit trail/history. This would be an invaluable report.
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...