Audit Trail - Partner Hub
We would like to see a comprehensive audit trail added to Partner Hub, providing a history of all changes and events across the platform.
The audit trail should capture key activities such as:
Changes to client information and client details
Creation, modification, and deletion of invoices
Changes to WIP, including write-offs, transfers, and adjustments
Job creation, edits, status changes, and deletions
Updates to contacts, billing settings, and assignments
Changes to practice management records and workflow items
The user who performed the action
The date and time the action occurred
The previous and new values where applicable
This functionality is already available in many areas of Xero and is invaluable for troubleshooting, accountability, compliance, and understanding how and when data has changed.
As practices increasingly rely on Partner Hub for managing clients, jobs, billing, and WIP, having a complete audit history would provide greater transparency, reduce the time spent investigating issues, and give firms confidence that changes can be traced and reviewed when required.
Business Benefit: A comprehensive audit log would improve data integrity, accountability, operational efficiency, and compliance by allowing practices to easily track who made changes, what was changed, and when those changes occurred.
Bec Gibbs
shared this idea
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