Xero Partner Hub

2 results found

1. 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.

   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… more

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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

2. Registered Address - New report field

   Now that there is a defined registered address field (which is really helpful :), it would be great if this was able to be selected when creating reports. As yet I cannot see it as an option.

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   0 comments  ·  Clients  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

   Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂