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  1. XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access

    95 votes

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    12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Joey Bienke commented  · 

    Fantastic idea this would really help our practice.

    Joey Bienke supported this idea  · 

  2. Practice Manager - Audit trail for client history

    250 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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    Joey Bienke commented  · 

    As a large growing firm this would be fantastic to have an audit history within Xero Practice Manager. This would help our practice to keep records up to date and reduce possible errors in the future. This way staff will be aware that there is a history and they cant just update certain fields without it being noted. As certain updates/ changes do need to be done across all programs not just XPM. We will then know who has done this change to be able to address it.

    Joey Bienke supported this idea  ·