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1. Audit Trail Report

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   85 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 most helpful for you.

   • User Permissions - History recorded of role changes and ability to add description
   • History & Notes | Include item for invoice Sent (Via email or E-Invoice)
   • Contacts - View all transactions history & notes from contact record
   • Document pack - History of reminders sent in Tax

   Since this idea was originally started we’ve uplifted the History and Notes to provide easier control and search of events, and we're continuously working to improve reporting and data integrity in Xero.

   Your details and insights shared here have all been fed back to our product teams and are incredibly useful as we shape our future roadmap. We appreciate you all for sharing your thoughts.

   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… more

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   Nikki Dawes commented  ·  05 August, 2025  ·  Edit…  ·  delete…

   I would like to be able to see if someone changes the name and the ABN of a file - it seems you can't track this through the audit trail which is frustrating. I think that it is very necessary to know this information.

   Save Submitting...

2. Bank | Ability to reconcile period - Regions outside CA and US

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   11 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hiya team, we wanted to share another update with you all. As our product team conduct discovery for potentially extending the Reconcile period feature to more regions we'd love to get our community's active engagement in the process.

   If you'd be interested in collaborating with our team on the research they're doing for this please reply on this idea or respond directly to our update 💬and we'll be happy to share your details with them for further contact. Thank you!