Settings and activity
4 results found
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42 votes
Christo Smith
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2 votes
Hi team, we appreciate the suggestions here.
At this time we don't have plans to change or add more period options in Client Insights at the moment.
Right now, there is the option to run for the Current or Previous month, with comparatives to previous or same month last year.
We'll continue to keep a watch on interest for additional period options here.
An error occurred while saving the comment Christo Smith
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135 votesChristo Smith
supported this idea
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337 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
Christo Smith
supported this idea
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Would also be great if you can extend the date range of data to a full year even. To get data of industries that are seasonal or project based over a longer period of time.