Practice Manager - Audit trail for client history
Client History
It would be great to have a running record of client history in XPM, showing the date and person who, including but not limited to:
- created the client
- edited client details
- archived client
In a large firm over multiple offices, it would be easier to know who to contact if there are questions about details are entered into XPM, and keep XPM as a CRM up to date.
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Jope Tawake commented
We just highlighted the same with our Account Manager, the only addition is to also include time stamps & deletions audit as well
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Rachel Wright commented
This is so important, our compliance team are reluctant for us to embrace XPM fully because this isn't available.
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Asshwni Shhelgaonkar commented
this will be easy to keep records clear & significant
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Sharon Fairweather commented
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 madePlease help our admin team support our clients as best we can and add this feature in,
Thank you Xero Team
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Stacey Nitschke commented
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.
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Juliana Kean commented
would help so much as we have two offices and it so vital to know who made changes to database
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Ilan Choudhury commented
Please let me details
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Leanne Setch commented
This would be very helpful for our practice.
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Samuel Tortorella commented
Absolutely necessary.
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Jamie Wright commented
This is critical, I think Xero is the only software that does not have a proper audit trail, it is not rocket science.
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Nicole Johnson commented
I agree... has Xero responded to this request?
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Jordan Porcaro commented
This feature is of paramount importance for our firm!
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Alison Lemm commented
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.
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Alicia Smith commented
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.
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Julie Heard commented
Yes this would be a great idea.
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Joey Bienke commented
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.
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Christie Maitland commented
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.
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Christie Jones commented
ESPECIALLY FOR BANK DETAILS