Settings and activity
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7 votes
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Kyle Bethune
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27 votesKyle Bethune
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304 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 Kyle Bethune
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This is critical from a fraud perspective. What's to stop an employee from changing a client's bank account details, receiving a refund, and then changing them back?
Kyle Bethune
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40 votes
An error occurred while saving the comment Kyle Bethune
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This is critical from a fraud perspective. What's to stop an employee from changing a client's bank account details, receiving a refund, and then changing them back?
Kyle Bethune
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29 votesKyle Bethune
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It is the same as the Submit BAS permission. While we don't submit the BAS through Xero (we do it in XPM/Xero Tax) we do submit the TPAR and it is painful to log into each client that requires a TPAR and assign the permission one at a time for each user when a new staff member is added.