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  1. XPM - Client report including connected Xero organisation

    35 votes

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    9 comments  ·  Practice tools  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, as noted in the comments here with Single Client record and client lists now being the same across XPM and Xero HQ you could export your client list from Xero HQ and you'll in the export file there is a column for Organisation name.

    Appreciate this isn't directly within Xero atm, so we'll leave the idea open. We don't have any direct plans for developing this view in Xero right now, but we'll continue to track the appetite here and share if there's any change planned.

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    Titan Partners commented  · 

    It will be great feature so we can search for the client against Partner or Manager.

    Titan Partners supported this idea  · 

  2. Xero HQ - Staff Audit Log

    30 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Titan Partners supported this idea  · 

  3. Practice Manager - Audit trail for client history

    308 votes

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    34 comments  ·  Practice tools  ·  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

    Titan Partners supported this idea  · 

  4. XPM - Report audit trail

    40 votes

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    submitted  ·  11 comments  ·  Practice tools  ·  Admin →
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    Titan Partners supported this idea  · 

  5. User Permissions - History recorded of role changes and ability to add description

    48 votes

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    submitted  ·  17 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Titan Partners commented  · 

    Hello Team,

    I would like to suggest that Xero include an Audit Trail feature specifically for user access permission changes. At times, we are questioned by staff or clients about whether appropriate access was granted in a timely manner. Currently, there is no way to verify when a permission was updated or who made the change. Having a detailed audit log showing the date, time, and user responsible for permission updates would significantly improve transparency, accountability, and internal compliance tracking.

    Regards,
    Abdul

    Titan Partners supported this idea  ·