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.
Maree Foster
shared this idea
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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Christine Routledge
commented
As part of our Audit process, being able to provide this information is crucial
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Peter Knipping
commented
this report is essential given the current very weak controls Xero has around bank account changes
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Kim Moody
commented
Needed for Audit trail
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Maree Foster
commented
Needed for audit trail and fraud
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Christine Holden
commented
Needed for Audit trail
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Vanessa Rowe
commented
Needed for audit trail......
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Jean Hutchinson
commented
This is needed for an audit trail and any suspected fraud.
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Susan QuInn
commented
An audit requirement
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AdminXero Team
(Admin, Xero)
commented
To show bank account changes in the Audit Report.
Purpose: To have clear information that specifically shows what changes in the bank account and who changed it.