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5 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Kath Milo
shared this idea
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296 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
An error occurred while saving the comment Kath Milo
supported this idea
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123 votes
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
An error occurred while saving the comment Kath Milo
commented
I agree with Ryan Pillay - good to tidy up the quote screen, otherwise it becomes messy. Other option would be to add a 'Deleted' tab and move the deleted ones there upon deletion
An audit trail for client history would be invaluable. Also (and I'll post a new idea for this), our current PM system syncs to Companies House, which is extremely useful and time efficient when onboarding new clients