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.
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…
I am currently going through an HMRC investigation for a client who was questioned about when payroll records were submitted to HMRC by the client. Unfortunately, several pay submissions were made due to errors in calculations which were subsequently corrected through reverting payruns and resubmitting them.
I have been told by Xero that "Once a pay run is reverted, the associated submission for that pay run is deleted from Xero permanently." This means that there are no records to prove that payruns are submitted on time to HMRC and then corrected at a later date. This is an unacceptable audit trail in Xero as it exposes customers to potential penalties from HMRC who, apparently, also do not keep such records. Come on Xero - audit trails are a simple requirement of accountancy packages. Surely, you do not want your clients to be exposed to potential penalties through no fault of their own?
Paul Chapman
supported this idea
·
I am currently going through an HMRC investigation for a client who was questioned about when payroll records were submitted to HMRC by the client. Unfortunately, several pay submissions were made due to errors in calculations which were subsequently corrected through reverting payruns and resubmitting them.
I have been told by Xero that "Once a pay run is reverted, the associated submission for that pay run is deleted from Xero permanently." This means that there are no records to prove that payruns are submitted on time to HMRC and then corrected at a later date. This is an unacceptable audit trail in Xero as it exposes customers to potential penalties from HMRC who, apparently, also do not keep such records. Come on Xero - audit trails are a simple requirement of accountancy packages. Surely, you do not want your clients to be exposed to potential penalties through no fault of their own?