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When using Xero Practice Manager (XPM) for job management, it’s incredibly difficult to maintain visibility because there’s no audit trail or history log for key actions like:

• When a job was created or reassigned
• Who changed the job’s due date or status
• When a job’s responsibility moved from one team member to another

This lack of transparency makes it almost impossible to track accountability or performance accurately.

Why is this so important?
As a firm, we track job completion and lodgement performance, but without a history log, we can’t see whether a job was reassigned after the due date or who made key changes.
That means staff can unfairly appear to have missed deadlines when, in reality, the work was only reallocated to them late in the process.

Xero Blue already has this functionality with a clear “History & Notes” section, so it’s surprising that this hasn’t carried through to XPM, where it’s arguably more critical for managing teams and deadlines.

Suggestion:
Add a “Job History” or “Change Log” panel in XPM that records:

• Date/time of changes
• Field changed (e.g. Assigned To, Due Date, Job State)
• User who made the change

This would dramatically improve accountability, transparency, and efficiency across firms using XPM for job tracking.