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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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Maree Foster shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here. 

You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action. 

If needed you'll be able to export your results to PDF or Excel. 

Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results. 

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  • Pip Palmer commented  ·   ·  Report

    Would be great for internal controls and for the auditors to be able to test some of the changes

  • Andrea Buxton commented  ·   ·  Report

    Quite an important report and required for audit. The work around to get this information is not ideal.

  • Sandy Dunn commented  ·   ·  Report

    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.

  • Charlotte Hassed commented  ·   ·  Report

    Auditors ask for this evidence - hard to provide a suitable alternative, this would be great.

  • Karen Thomson commented  ·   ·  Report

    Great for carrying out an internal control for audit purposes

  • Janet Van Borssum commented  ·   ·  Report

    Definitely something our auditors would like, current process very manual and up for manipulation

  • Pauline Gaoa commented  ·   ·  Report

    Needed for auditors. Report is un-useful if we are not able to match the bank account with the creditor

  • Margaret Seys commented  ·   ·  Report

    As a school we are constantly under scrutiny against fraud and this would greatly assist us with the Auditors to show them the audit trail with all of the information that they require.
    Many thanks

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