XPH | Clients - 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.
Kayte Ratcliffe
shared this idea
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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Joey Bienke
commented
As a large growing firm this would be fantastic to have an audit history within Xero Practice Manager. This would help our practice to keep records up to date and reduce possible errors in the future. This way staff will be aware that there is a history and they cant just update certain fields without it being noted. As certain updates/ changes do need to be done across all programs not just XPM. We will then know who has done this change to be able to address it.
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Christie Maitland
commented
Yes this would be a great feature to add as it saves a lot of time trying to work out who did what and when it was done.
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Christie Jones
commented
ESPECIALLY FOR BANK DETAILS