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  1. Practice Manager - Audit trail for client history

    296 votes

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    32 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    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

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    Ettiene Triegaardt commented  · 

    I'm sitting with a situation now where staff are saying that Xero is changing info, and I can't prove that it is them doing it. Now they say that they can't trust Xero.

    Ettiene Triegaardt supported this idea  · 

  2. Practice Manager | Add Office 365 (sharepoint) as a document management option

    25 votes

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    3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ettiene Triegaardt supported this idea  ·