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329 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Blair Phillips
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26 votesBlair Phillips
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13 votesBlair Phillips
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34 votes
Hi everyone, thanks for sharing this idea. We understand that being able to quickly find client profiles by key identifiers like TFN or ABN would help when managing a large number of clients.
The suggestion is to allow TFN and ABN searches directly from the main search bar, making it easier to locate the right client without needing additional steps.
For now, you can use client list filters or reports to search and cross-reference these details. We'll continue tracking this idea and update you here if this progress.
Blair Phillips
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36 votesBlair Phillips
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49 votesBlair Phillips
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692 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
An error occurred while saving the comment Blair Phillips
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It would certainly save a lot of time, as we prepare a PDF (source documents/bill and approval audit trail from ApprovalMax) of all bills paid in the batch for review prior to release in the bank by our Directors. As they may not have necessarily been involved in the approval process of each individual bill so therefore would like sight of it before approving the bak transfers.