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574 votes
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…
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Ellie Hall
shared this idea
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20 votes
Appreciate wanting history for Xero Ask queries.
This was briefly looked into, however I do want to confirm that there are no plans for developing history for Xero Ask at this time.
We'll move the status of this idea back to submitted and continue to get a sense of the interest around this, here.
An error occurred while saving the comment Ellie Hall
commented
It would be great to have an 'edited date' column available within the account transactions report, as well as a tickbox to show/not show audit trail/history. This would be an invaluable report.
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...
Erik - yes, I did find this report, but it's certainly not a friendly report that can easily be exported and manipulated to find a subset of information you need, as the information isn't all on a single row.
I would think, though, that this would mean that the information is all there and they should be able to easily produce a report that combines the information in the Journal Report and the format of the Account Transactions report - but that they're oddly choosing not to.