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

    87 votes

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    9 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

    70 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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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  ·