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Sue Williams
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14 votesSue Williams
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32 votesSue Williams
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585 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…
An error occurred while saving the comment Sue Williams
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36 votesSue Williams
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An audit trail is critical - especially for payroll functions. Specifically pension communication sent directly through Xero and the ability to reproduce copies of the letters sent.
One of my clients is currently having a review from their pension provider and they have asked to see copies of the postponement correspondence sent to specific employees when they joined a few years ago. The client sent out the letters using Xero's 'E-mail postponement letter' function and thought nothing more of it.
Now there is no proof the letter was even sent! I've contacted Xero for help to get a copy of the letter or an audit trail and I was pointed to this thread and given no support as to how I can prove this was done or to get a copy of the letter.
Hopefully the staff members retained a copy of the email but I'm not optimistic they would have.
An audit trail in the employee record to say which letter was sent out with a date/time stamp and an ability to reproduce the letter is essential.
What a waste of time to email the letter and then download to save outside of Xero - what's the point - you may as well send the letters outside of Xero in the first place.