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4 results found

  1. Xero AU Tax - Audit report of deleted returns

    12 votes

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    1 comment  ·  Practice tools » Practice management  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi everyone, thank you for sharing this here. We've moved this idea to gain more support from the community as we can see there's quite a few votes. We want to get an understanding of other users that might want to see this feature implemented as well. In the meantime, please feel free to share this with your friends and colleagues so they can add their votes and comments too.

    Nicole Johnson supported this idea  · 

  2. Practice Manager (XPM) - Restore date and time details in Notes

    19 votes

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    1 comment  ·  Practice tools » Practice management  ·  Admin →
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    Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    Thanks for taking the time to share your idea and what’s most important to you.


    We’ve reviewed it, and it’s now open for the community to support. If this would help others in your team, feel free to share it so they can add their vote.


    Community members can also comment to share how this idea could improve their experience with Xero.

    Nicole Johnson supported this idea  · 

  3. XPM - Audit Trail for jobs in XPM

    34 votes

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    1 comment  ·  Practice tools » Practice management  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your feedback on introducing audit trail functionality to XPM. We appreciate you explaining how important visibility and accountability are for managing teams and tracking job performance.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Nicole Johnson supported this idea  · 

  4. Practice Manager - Audit trail for client history

    317 votes

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    35 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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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    Nicole Johnson commented  · 

    This cannot happen quick enough!

    Nicole Johnson supported this idea  · 
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    Nicole Johnson commented  · 

    I agree... has Xero responded to this request?