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For accountants & bookkeepers: Xero Practice Manager

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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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Kayte Ratcliffe shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

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  • Jamie Wright commented  ·   ·  Report

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

  • Alison Lemm commented  ·   ·  Report

    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.

  • Alicia Smith commented  ·   ·  Report

    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.

  • Joey Bienke commented  ·   ·  Report

    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.

  • Christie Maitland commented  ·   ·  Report

    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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