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  1. 317 votes

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    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

    Nicole Lopez supported this idea  · 
  2. 32 votes

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    Nicole Lopez shared this idea  · 
  3. 26 votes

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     ·  5 comments  ·  Practice tools  ·  Admin →
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    Nicole Lopez supported this idea  · 
  4. 59 votes

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    Hi everyone, we thoroughly appreciate your engagements with us here, and helping us understand future improvements that could enhance your use of Xero for managing your practice.

    As you'll have likely seen we are in the process of releasing new client and staff experiences to unify our practice tools under what will soon become Xero Partner Hub.

    With the current work in progress we want to be open that bulk updates like what's being asked here aren't in the roadmap atm, however this will be something we consider as we keep revising our roadmaps. If there are any updates we will share on this idea.

    Nicole Lopez supported this idea  · 
  5. 44 votes

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     ·  2 comments  ·  Practice tools  ·  Admin →
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    Nicole Lopez supported this idea  · 
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