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.
Sarah Schwarz
shared this idea
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.
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Gabriella George
commented
There should be a comprehensive audit trail for jobs set up in XPM. In addition to the information about who created/modified details, individual time entries must show edited or moved details. We've had an instance where billable entries have been popping up into a client's job that should not have billable entries. What's scary is that these billable entries belong to various other clients who have no connection to the non-billable client. We cannot find who if anyone did move the entries and Xero does not have the ability to tell us either.