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Xero Business Community

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Audit trail for all transactions and user activity

Started by Ben Bingham in Feature Requests | Idea

Hi there
We are looking to sign up to the Partner program and have a few interested clients in Xero. The one concern that keeps popping up over the internet is the lack of a full audit trail (a la 'Sage) that shows deleted transactions in red etc etc.

Has this feature been added?, can any users confirm this?

Apologies if this has been discussed to death but could really do with an up to date answer.

Many thanks
Ben
Official Xero Reply
While not exactly what you're after here, just wanted to let you know of the new Assurance Dashboard released today for our Partners. This tool is to manage the exceptions in data created in Xero. For those in a Practice with Financial Advisor access, it displays the following, with more to come in subsequent releases.

- Contacts with the same bank account number
- Contacts who have a bank account number that was recently edited
- Bank statement lines that have been deleted/manually marked as reconciled
- Invoices that have been back dated (filtered by a period set by you)
- Graph of user activity

Still available is the History and Notes section - to view notes created in your organsation, the Recent Activity page to view user activity, and the Journal Report, to view what's happening with your data.
 

Brittany H (Community Manager)