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

    6 votes

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    submitted  ·  2 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. History & Notes - Audit trail for all transactions and user activity

    167 votes

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    submitted  ·  52 comments  ·  For small businesses » Business 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

    12 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Patricia Cumming supported this idea  ·