Settings and activity
3 results found
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7 votes
Thanks for sharing this idea. We understand the request for a unified audit report that filters by both Posting Date and Transaction Date, rather than relying on separate reports to review transaction activity.
I’ve updated the status to Gaining Support so we can continue tracking community interest. Add your vote if this would improve your audit workflow.
Regarding your idea on suppliers' statement reconciliation, I have split this idea and merged with a similar suggestion to continue tracking interest separately.
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Jason Everitt
supported this idea
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595 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…
Jason Everitt
supported this idea
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706 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Jason Everitt
supported this idea
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A audit/posting report is critical for Accountants. When reviewing clients records this helps save so much time in trying to understand what the client has posted and when. It also needs to include vat, with confirmation of which vat return the transaction was entered on. It is the one thing that Sage has over Xero.