Practice tools

2 results found

1. XPM - Audit Trail for jobs in XPM

   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.

   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… more

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   1 comment  ·  Practice management  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

   Thanks for sharing your feedback on introducing audit trail functionality to XPM. We appreciate you explaining how important visibility and accountability are for managing teams and tracking job performance.

   We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

   Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

2. Xero HQ | Insights - Colour Adjustment to Bank Reconciliation Status

   It would be beneficial for the Bank Reconciliation Status to return positive insights as well. I have attached a rough adjustment for the 'Up to date' flag, and I feel the slight CSS value adjustment here makes it more visible that the Bank Reconciliation is in fact up to date.

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   0 comments  ·  Practice management  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

   Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate you highlighting how visual improvements to the 'Up to date' status in Xero HQ Insights could make positive reconciliation statuses easier to spot.

   We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

   Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.