Skip to content
← Share and support customer ideas for Xero

Settings and activity

2 results found

  1. Practice Manager - Audit trail for client history

    251 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.

    An error occurred while saving the comment
    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Sharon Fairweather shared this idea  ·