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Settings and activity

5 results found

  1. History & Notes - Audit trail for all transactions and user activity

    174 votes

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    submitted  ·  53 comments  ·  For small businesses » Business features  ·  Admin →
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    Kathryn Whiting supported this idea  · 
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    Kathryn Whiting commented  · 

    Having an audit trail on XPM for Jobs and clients would be amazing, at the moment if something has changed something or a job is re-opened there is zero visibility of who it was, if we had that information there would be a lot less assumptions and we could fix errors more quickly and confidently.

  2. Contacts - Ability to bulk edit Archived contacts

    12 votes

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    submitted  ·  2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Kathryn Whiting supported this idea  · 

  3. Practice Manager - Bulk Data Updates

    51 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kathryn Whiting supported this idea  · 

  4. XPM - Hide job state for certain staff

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kathryn Whiting shared this idea  · 

  5. Customer statements - Export to Excel

    186 votes

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    submitted  ·  43 comments  ·  For small businesses » Accounting features  ·  Admin →
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