Xero Practice Manager - XPM History / Audit Trail
Xero Practice Manager - XPM History / Audit Trail
Please consider having a history or audit trail for XPM like you have on Xero Accounting.
This way we can see what anything was created deleted or edited, by which staff member, and when this event happened.
This would be greatly helpful for problem solving and to keep staff accountable.
16
votes
Jamie Louw
shared this idea
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Kyle Bethune
commented
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?
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Anthony Hawkins
commented
This is a critical requirement to have good internal control processes
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Marilie La Grange
commented
The history log on other softwares have saved jobs! I agree that this is essential to understand the data flow and ultimately data accuracy!