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Contact - Notify all users or nominated users when supplier bank account changes.

Ability to have email notification to all users/nominated users when supplier bank account changes.

Purpose: So all people in Xero orgs will immediately know if there’s any unusual activity in supplier bank account detail.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Middleton (Admin, Xero) responded  · 

Appreciate wanting an update from us here, everyone. We know that having more visibility of when a supplier’s bank account details change is important to you and understand that there are some security concerns around this. This is something our product teams are aware of the appetite for, however we want to be upfront that this feature is not planned in the near future.


While not a direct solution to what you’re asking here, it’s worth noting that the ability to change supplier’s bank account details is limited by the bank account admin permission. Advisors will have access to the Assurance dashboard where you’ll be able to get an easy view of any Contacts whose bank account details have been edited, and you can also view this information running the History and Notes report.

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  • Melody Deng commented  ·   ·  Report

    Please implement, it's critical to improve internal controls.

  • Les Harvey commented  ·   ·  Report

    This is a key control and protectiion, I really don't know why Xero haven't implemented it despite much support for it

  • Kiri Howe commented  ·   ·  Report

    This is important please make this urgent as this is very critical for any business or organisation using Xero.

  • Thomas Allison commented  ·   ·  Report

    This is crucial. This would make fraud identification much simpler and is an important internal control.

  • Davide Caloni commented  ·   ·  Report

    This is very significant to strengthen controls environment.

  • Ashly Warner commented  ·   ·  Report

    This is crucial. Please implement ASAP. The current set up either gives users access to make bank account changes or not - this insufficient for efficient AP management. AP still need access to make changes to bank accounts, but they need checks and balances in place for any changes made.

  • Nicole Stafford commented  ·   ·  Report

    This is a critical control for internal audit and fraud identification. Development should complete this ASAP

  • Karen Jefferson commented  ·   ·  Report

    Any progress on this - I am sure we use to get an alert a few years ago so not sure why this is no longer active

  • Hayley Forkgen commented  ·   ·  Report

    All changes to bank accounts is a serious fraud avoidance matter!! Notifying other nominated users when supplier bank accounts are changed should be implemented without delay - and given this feature operates in Payroll, it shouldn't be that hard to roll out to Supplier bank accounts!!! We have experienced theft from our business directly as a result of not realising that supplier bank accounts were being changed! Please implement this urgently!!! This is a massive short-sightedness on XERO's part in my opinion - and I otherwise love XERO products!

  • Les Harvey commented  ·   ·  Report

    Hello,

    I have previously raised a request that an alert be sent our when a bank accout is changed. This is an internal control process is needed due to the prevalence of fraudulent bank account scams.

    This facility is available in payroll, when will it be available in Contacts / AP?

    The lack of this feature is a serious disadvantage for Xero.

    Regards, Les

  • Carolyn Parker commented  ·   ·  Report

    Very important so that the administrator is notified of any authorised or unauthorised changes.

  • Janelle Jordan commented  ·   ·  Report

    This is also a requirement from our Auditors. It seems silly to not be able to nominate who gets advised of bank account details updates.

  • Natalie Scott commented  ·   ·  Report

    Can you please listen to the feedback here and make this a priority. Sending an alert to the person that made the change as your security measure makes no sense at all.

  • Pam Gove commented  ·   ·  Report

    I suspect that auditors will appreciate this function as a way of ensuring that bank accounts are not changed fraudulently

  • Christopher Enger commented  ·   ·  Report

    This is a fundamental requirement for a system like Xero in 2024. Realistically if this feature isn't added in the near future we will have to reconsider our continued usage of Xero.

  • Leanne Apiata commented  ·   ·  Report

    Our auditor wants to make sure that when a new supplier gets added to xero that the bank account is checked by a second user. This is the same for any edits to an existing supplier that a second user checks the bank account.

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