Audit Trail Report
We desperately need an audit trail report available for advisors.
I think it would be sufficient to have the below added to the account transactions report style (but named as Audit Trail):
1 - the ability to include an 'edited date' column
2 - the ability to include a 'notes' column
3 - a tick box to show/hide audit trail history (so voids would show as separate creation and void lines netting off, not just removal of the original transaction)
4 - a unique un-editable transaction identifier for all transactions, not just bills/invoices
It must be exportable to excel with the dates on every line.
So many times I have gone to produce a set of accounts and the prior year has changed because the date wasn't locked, or the client unlocked it, or someone didn't realise they shouldn't retrospectively correct the bank after filing the year end...
Ellie Hall
shared this idea
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be most helpful for you.
- User Permissions - History recorded of role changes and ability to add description
- History & Notes | Include item for invoice Sent (Via email or E-Invoice)
- Contacts - View all transactions history & notes from contact record
- Document pack - History of reminders sent in Tax
Since this idea was originally started we’ve uplifted the History and Notes to provide easier control and search of events, and we're continuously working to improve reporting and data integrity in Xero.
Your details and insights shared here have all been fed back to our product teams and are incredibly useful as we shape our future roadmap. We appreciate you all for sharing your thoughts.
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Susan Macdonald
commented
We are looking at whether to move to Xero payroll and consider an audit report to show who has changed any employee details a critical part of any payroll system.
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Karen Vendy
commented
I need to be able to see who is changing settings that should not be changed.
Of course everyone denies it but there is no audit trail for me to check.
My concern is two pronged as at times i think data fields in for example invoices may suffer with mapping problems when Xero makes software changes. An audit trail would hold a light to the problem.
This is not a small problem, it really needs to be addressed.
Thank-you in advance Xero -
Sunita Phillips
commented
I particularly think the amount of time logged in on a client also helps with time billing queries from client.
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Jonathan Matthews
commented
Yes, I agree. We have it for transactions but not the reports. Currently anyone could 'mess' around with the reports particularly my custom reports, and I would have no idea what they have done, who did it, and when.
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AdminXero Team
(Admin, Xero)
commented
Ability to see audit trail for all transactions and user activity in Xero.
Purpose: So accountants and clients can work better, and can identify who did what in Xero easier.