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297 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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Sharon Fairweather
supported this idea
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3 votesSharon Fairweather
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Client History - Audit trail for client history XPM
This is so important for many reasons. I don't understand why Xero does not have this feature. It's so important for our admin support team to have access to the history. Blue Xero has a history feature.
- which staff member edited the client address/details etc
-when was the change made
Please help our admin team support our clients as best we can and add this feature in,
Thank you Xero Team