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Settings and activity

4 results found

  1. Practice Manager - Audit trail for client history

    248 votes

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    26 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    Howard Sherbourne supported this idea  · 

  2. Xero Tax (UK) | CT600E For Charities

    14 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Howard Sherbourne supported this idea  · 

  3. Sales invoice - Option to prevent editing once sent

    1 vote

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    0 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Howard, not on an individual invoice basis, however it might be worth exploring if Lock Dates could be a good way to help prevent  changes to  

    invoices that have been entered to a specific date? 

    Lock dates are limited to certain roles in an org, which would help prevent users with roles outside of these from being able to make changes to transactions within the lock date range. 

    Howard Sherbourne supported this idea  · 
    Howard Sherbourne shared this idea  · 

  4. Workpapers - Integrate with the Xero trial balance

    86 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Workpapers  ·  Admin →
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    Howard Sherbourne supported this idea  ·