Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Practice Manager - Audit trail for client history

    297 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    33 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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
    Stacey Reedman commented  · 

    This would be a good idea

  2. Notification | Email reminder for VAT submission deadline

    65 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  30 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Stacey Reedman commented  · 

    There is nothing that shows you on the Client HQ dashboard if there are any problems. I had a client with a late payment, I only knew because I had gone into his account to check something else. Had I not done that I wouldn't have been able to sort it out. Something on the HQ dashboard should tell us.

    Stacey Reedman supported this idea  ·