Settings and activity
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310 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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164 votes
Thanks for the continued support of this idea, and providing added detail on why seeing age at a glance would be helpful in your workflows.
We've looked into possible solutions to accommodate the needs here, however there's some work that'd need to be done to achieve this. With current focus on Xero Partner Hub release this isn't a feature that we've planned at this time. However, we'll continue to reassess and consider this in future planning. I'll share if there are any updates.
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.