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296 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
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David Cooke
supported this idea
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160 votes
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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An error occurred while saving the comment 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.
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I agree this is really important. Especially given the integration with other systems, eg Class, Nowinfinity, etc.