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  1. Practice Manager - Audit trail for client history

    251 votes

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    27 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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    David Cooke commented  · 

    I agree this is really important. Especially given the integration with other systems, eg Class, Nowinfinity, etc.

    David Cooke supported this idea  · 

  2. Practice Manager | Client - Date of Birth

    154 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all your inputs and support in this idea so far. 

    💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business. 


    If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here. 

    David Cooke supported this idea  · 
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    David Cooke commented  · 

    This is a no-brainer.
    It would be so simple to add the age in brackets after the DOB eg:
    28/1/1970 (54 yrs old).
    This would be so beneficial to not have to manually calculate their age every time we look at the DOB.
    It is a great feature in iFirm, Class, etc. Please add asap.