Enter your idea

Translation:

"While we recognise that this is critical functionality that our software is missing, we'll get around to it eventually! Maybe. lol, please just stop asking."

🙄

In old invoicing in the history section it showed who an invoice was sent to, now it only shows that it was sent (SENT BY and DATE). It would be nice to be able to prove that the invoice was sent to a specific person. I cannot attach screen shot as it shows client email addresses, however can provide should it be required.

An audit trail for client history would be invaluable. Also (and I'll post a new idea for this), our current PM system syncs to Companies House, which is extremely useful and time efficient when onboarding new clients

I'm sitting with a situation now where staff are saying that Xero is changing info, and I can't prove that it is them doing it. Now they say that they can't trust Xero.

This is critical from a fraud perspective. What's to stop an employee from changing a client's bank account details, receiving a refund, and then changing them back?

Hi,

I would also like the status changes per job to be logged to show who changed what and when on the state tab of the job under notes.

I agree this is really important. Especially given the integration with other systems, eg Class, Nowinfinity, etc.

This is important because some changes are made due to the interaction with other programs and some made by staff. If there are continual errors this feature with help find the cause.

important for identifying training areas and reduction of errors

This is basic function of a good CRM. It is critical to assist with many aspects including data cleansing and data quality, understanding what and why something in the system has occurred, and for security - for example so we can see who has changed bank account details and when.

This would be a good idea

Think this is critical info for practices to know when the client accounts were created.

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