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← Share and support customer ideas for Xero

Settings and activity

5 results found

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

    53 votes

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    submitted  ·  8 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jamie Louw supported this idea  · 

  2. XPM - Report audit trail

    32 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jamie Louw supported this idea  · 
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    Jamie Louw commented  · 

    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.

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

    7 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Jamie Louw supported this idea  · 

  4. XPM - Bulk Import of Recurring Jobs

    61 votes

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

  5. Practice Manager - Audit trail for client history

    271 votes

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    31 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    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.

    Jamie Louw supported this idea  ·