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3 results found

  1. Practice Manager - Audit trail for client history

    258 votes

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    28 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.

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    Kyle Bethune commented  · 

    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 supported this idea  · 

  2. Xero Practice Manager - XPM History / Audit Trail

    16 votes

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    3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Kyle Bethune commented  · 

    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 supported this idea  · 

  3. AU Payroll - Tracking Categories for Annual & Sick Leave reporting

    27 votes

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    submitted  ·  7 comments  ·  For small businesses » Payroll  ·  Admin →
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    Kyle Bethune supported this idea  ·