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  1. Practice Manager - Audit trail for client history

    196 votes

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    submitted  ·  20 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Fairweather commented  · 

    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

    Sharon Fairweather supported this idea  · 

  2. Practice Manager - Client Search History

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Sharon Fairweather shared this idea  ·