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'Xero Practice Manager - XPM History / Audit Trail' has been merged into this idea

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XPM - Report audit trail

Audit trail to see who has created / amended / deleted custom reports. We had a situation where a report was deleted and unable to identify who had inadvertently done this.

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Dani Bennett shared this idea  ·   ·  Report…  ·  Admin →
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  • Craig Dobbs commented  ·   ·  Report

    Critical requirement for the audit trail given the sensitivity of data within XPM and requirements to monitor access

  • Sarah Mitchell commented  ·   ·  Report

    I would also like to be able to see who and when client details are updated like their address and bank details.

  • Jarrod Bradley commented  ·   ·  Report

    This is a critical requirement to have good internal control processes

  • Kyle Bethune commented  ·   ·  Report

    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?

  • Anthony Hawkins commented  ·   ·  Report

    This is a critical requirement to have good internal control processes

  • Marilie La Grange commented  ·   ·  Report

    The history log on other softwares have saved jobs! I agree that this is essential to understand the data flow and ultimately data accuracy!

  • Jamie Louw commented  ·   ·  Report

    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.

  • Aqeel Kapasi commented  ·   ·  Report

    Given how much we rely on XPM for critical processes, this would be invaluable

  • Jodie Parry commented  ·   ·  Report

    Agree with Nick, it would be especially good to have a report showing all jobs cancelled/deleted within a period so we can check there is nothing accidentally removed.

  • Nick Wilkinson commented  ·   ·  Report

    Have been asked by a number of practices for this feature request.
    Specific audit trail items that would be beneficial:

    Jobs added, updated, deleted (who, date/time, detail)
    Clients & contacts added, updated, deleted (who, date/time, detail)
    Invoices added, updated, deleted (who, date/time, detail) - aware that can see on the invoice history but in a report is more what they are after so they can report in bulk.
    Tax returns added, updated, deleted (who, date/time, detail) - aware that history shows in tax returns when viewing the return but in report would be great to report in bulk.
    Agree that report builder audit log would be helpful too.