Settings and activity

10 results found

1. XPM | Job Manager - 4 week view

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jamie Louw commented  ·  17 July, 2025  ·  Edit…  ·  delete…

   You can have a look on the Job Schedule or Staff Schedule under the Job Menu

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2. XPM - Bulk delete jobs

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jamie Louw supported this idea  ·  17 July, 2025

3. Permissions - Additional Staff permissions for editing recurring jobs

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jamie Louw supported this idea  ·  09 June, 2025

4. XPM - Create recurring costs / disbursements in a job

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jamie Louw supported this idea  ·  09 June, 2025

5. XPM - Sync unique account number from Xero to XPM.

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jamie Louw supported this idea  ·  09 June, 2025

6. XPM - Ability to view Job's state history

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   submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jamie Louw supported this idea  ·  14 February, 2025

7. XPM - Report audit trail

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   submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jamie Louw supported this idea  ·  05 February, 2025
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   Jamie Louw commented  ·  05 February, 2025  ·  Edit…  ·  delete…

   Xero Practice Manager - XPM History / Audit Trail
   Please consider having a history or audit trail for XPM like you have on Xero Accounting.
   This way we can see what anything was created deleted or edited, by which staff member, and when this event happened.
   This would be greatly helpful for problem solving and to keep staff accountable.

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

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jamie Louw supported this idea  ·  05 February, 2025

9. XPM - Bulk Import of Recurring Jobs

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   submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Jamie Louw supported this idea  ·  05 February, 2025

10. Practice Manager - Audit trail for client history

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    32 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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

    Jamie Louw supported this idea  ·  05 February, 2025