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This would be great to have

This is critical information for any practice. Please look into adding this as a feature in the very near future.

We just highlighted the same with our Account Manager, the only addition is to also include time stamps & deletions audit as well

This is so important, our compliance team are reluctant for us to embrace XPM fully because this isn't available.

this will be easy to keep records clear & significant

Client History - Audit trail for client history XPM

This is so important for many reasons. I don't understand why Xero does not have this feature. It's so important for our admin support team to have access to the history. Blue Xero has a history feature.

- which staff member edited the client address/details etc
-when was the change made

Please help our admin team support our clients as best we can and add this feature in,

Thank you Xero Team

I agree this would be great.

In the mean time we have used the Custom Fields to create fields such as Client Created, Client Created By, Archive Date, Archived by etc.

This is useful when staff use the function properly, but not everybody does.

would help so much as we have two offices and it so vital to know who made changes to database

Please let me details

This would be very helpful for our practice.

Absolutely necessary.

This is critical, I think Xero is the only software that does not have a proper audit trail, it is not rocket science.

I agree... has Xero responded to this request?

This feature is of paramount importance for our firm!

Yes, this is what I have been looking for since we migrated across to xero XPM - there are many instances where an audit trail would be helpful when detail shave been updated and the date an entity is added or archived would be useful in reports.

As our firm grows, we are finding that this feature is critical to have! If we could see who has actioned certain data additions and updates, we would know who to go to for any issues with that data. History should be viewable for ALL client data. At the very least, it should be reportable.

Yes this would be a great idea.

As a large growing firm this would be fantastic to have an audit history within Xero Practice Manager. This would help our practice to keep records up to date and reduce possible errors in the future. This way staff will be aware that there is a history and they cant just update certain fields without it being noted. As certain updates/ changes do need to be done across all programs not just XPM. We will then know who has done this change to be able to address it.

Yes this would be a great feature to add as it saves a lot of time trying to work out who did what and when it was done.

ESPECIALLY FOR BANK DETAILS