Settings and activity
9 results found
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4 votes
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Julie Bourke
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574 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Julie Bourke
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80 votesJulie Bourke
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73 votesJulie Bourke
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3 votesJulie Bourke
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20 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
Julie Bourke
supported this idea
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135 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
Julie Bourke
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113 votes
An error occurred while saving the comment Julie Bourke
commented
There should be the option to add assets in bulk.
Julie Bourke
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20 votes
An error occurred while saving the comment Julie Bourke
commented
Agree, should be able to pre-fill like the tax return.
Julie Bourke
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Being able to disable business structures outside of the standard would benefit our firm with software integration. Business structures must match across all softwares for clients to show for selection with integration.