Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF
Would like a report showing a list of bank account number changes. This would show original bank account number, new bank account number, contact's name, date the bank account number was amended and who amended the bank account number and to be able to print this as a pdf. This would be of great benefit because of fraud and also our Auditor has asked if we can produce a list of bank account number changes for a selected period.

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Reece Jory commented
Note you can achieve this somewhat using the History and Notes Report (under Advanced menu in accounting). Filter on Contact as the item and then search Bank Account. While it doesn’t show the contact name it does have a hyperlink to the contact that was changed. A reasonable solution until such information is available in a proper report format.
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Carla Strachan commented
This is part of good business and reduces risk of fraud. It would be amazing to have such a report.
Thanks
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Peter van Hout commented
It is essential that a business owner checks and approves changes to bank account numbers when these are made for any existing or new contacts to avoid fraud being completed by someone.
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Anna Rutherfurd commented
This would be very helpful report to help protect fraud risks for clients, and very much supported by auditors to have available.
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Maxine Bird commented
For schools that are audited this is critical to ensuring that the bank account changing is transparent and clearly able to be audited.
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Emma (Accounts) Rosenblatt commented
This would be an excellent feature.
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Jill Gatcum commented
Would be very helpful to show the auditors
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Sheryl McGregor commented
Yes this would be a great inprovement for audit and compliance
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Cheryl Weijermars commented
Auditors are asking for this
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Anne Reid commented
Great audit trail.
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Carol Stephenson commented
Its a great audit trail. Quick Reference.
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Elvis Pronoso commented
This would make the existing report more sense
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Kelli Tevaga commented
Required for audit trail.
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Pip Palmer commented
Would be great for internal controls and for the auditors to be able to test some of the changes
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Andrea Buxton commented
Quite an important report and required for audit. The work around to get this information is not ideal.
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Sandy Dunn commented
We are the financial service provider for 328 NZ schools and this report would be of great assistance during the year for internal control systems and also at audit time. Maree's request is fully supported by us.
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Ian McMillan commented
Requirement for auditor, so very crucial
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Charlotte Hassed commented
Auditors ask for this evidence - hard to provide a suitable alternative, this would be great.
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Karen Thomson commented
Great for carrying out an internal control for audit purposes
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Teresa Hampton commented
Great idea and all the information held in one place.