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  1. History | Practice Manager - Audit trail for changing/updating the Partner and/or Manager

    8 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Patricia Cumming commented  · 

    100% agree with Anna. An audit trail for any changes made to client files and jobs in XPM would be invaluable. We have an issue where client files are duplicated in XPM. If we knew who was doing it then we can prevent some of the duplications from occuring.

  2. Audit Trail Report

    567 votes

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    submitted  ·  84 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Patricia Cumming commented  · 

    Audit trail for client records in XPM. We have many duplicated client files and it would be very beneficial to see how these client files were created.

  3. Practice manager - XPM to Xero contact fields

    22 votes

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    10 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing your appetite in this idea. You may have seen some of the improvements coming with Xero Partner Hub soon as we unify the client and staff experiences across practice tools.

    We want to be open that there are no changes planned for syncing contacts from Xero blue into Xero Partner Hub at this stage but we'll continue to keep a close eye on the interest here and share if any plans are made.

    Patricia Cumming supported this idea  ·