Settings and activity
3 results found
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28 votes
An error occurred while saving the comment Ethan Crouch supported this idea ·
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9 votes
Ethan Crouch supported this idea ·
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296 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
Ethan Crouch supported this idea ·
Report Template: More customisations to the report template for financial reporting. Customisable fonts and cover pages would go a long way to improve customer presentation of financial reporting. Current customisable options feel inadequate.