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Practice Manager - Audit trail for client history

Client History
It would be great to have a running record of client history in XPM, showing the date and person who, including but not limited to:
- created the client
- edited client details
- archived client
In a large firm over multiple offices, it would be easier to know who to contact if there are questions about details are entered into XPM, and keep XPM as a CRM up to date.

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Kayte Ratcliffe shared this idea  ·   ·  Report…  ·  Admin →
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Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

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  • Kim Wallace commented  ·   ·  Report

    This is something we have been asking for for years.

  • Paul Howlett commented  ·   ·  Report

    Translation:

    "While we recognise that this is critical functionality that our software is missing, we'll get around to it eventually! Maybe. lol, please just stop asking."

    🙄

  • Shirley Stanley commented  ·   ·  Report

    In old invoicing in the history section it showed who an invoice was sent to, now it only shows that it was sent (SENT BY and DATE). It would be nice to be able to prove that the invoice was sent to a specific person. I cannot attach screen shot as it shows client email addresses, however can provide should it be required.

  • Kath Milo commented  ·   ·  Report

    An audit trail for client history would be invaluable. Also (and I'll post a new idea for this), our current PM system syncs to Companies House, which is extremely useful and time efficient when onboarding new clients

  • Ettiene Triegaardt commented  ·   ·  Report

    I'm sitting with a situation now where staff are saying that Xero is changing info, and I can't prove that it is them doing it. Now they say that they can't trust Xero.

  • 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?

  • Louis Trichardt commented  ·   ·  Report

    Hi,

    I would also like the status changes per job to be logged to show who changed what and when on the state tab of the job under notes.

  • David Cooke commented  ·   ·  Report

    I agree this is really important. Especially given the integration with other systems, eg Class, Nowinfinity, etc.

  • Barbara Turnbull commented  ·   ·  Report

    This is important because some changes are made due to the interaction with other programs and some made by staff. If there are continual errors this feature with help find the cause.

  • Babs Bright commented  ·   ·  Report

    important for identifying training areas and reduction of errors

  • Xero Ideas at GT commented  ·   ·  Report

    This is basic function of a good CRM. It is critical to assist with many aspects including data cleansing and data quality, understanding what and why something in the system has occurred, and for security - for example so we can see who has changed bank account details and when.

  • Susan Edwards commented  ·   ·  Report

    Think this is critical info for practices to know when the client accounts were created.

  • Candice Randall commented  ·   ·  Report

    This is critical information for any practice. Please look into adding this as a feature in the very near future.

  • Jope Tawake commented  ·   ·  Report

    We just highlighted the same with our Account Manager, the only addition is to also include time stamps & deletions audit as well

  • Rachel Wright commented  ·   ·  Report

    This is so important, our compliance team are reluctant for us to embrace XPM fully because this isn't available.

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