Bank accounts - Ability for Managers to approve updated bank account details for contacts.
Add the ability for Managers to approve bank account details for contacts. Ie the Bookkeeper can enter in & change the suppliers bank account details in Xero, but the manager can then go an approve it.
Holly Murdoch
shared this idea
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Mark Ma
commented
Hi everyone, full disclosure - I’m the founder of VendorAlert, a Xero Connected App now available in the Xero App Store.
While VendorAlert does not add an approval step within Xero, it alerts nominated users whenever contact bank details are added or changed. Each alert shows what changed, who made the change and when, with a PDF audit report also available.
Sharing this in case it provides a useful control while this feature remains unavailable in Xero:
https://apps.xero.com/app/vendoralert -
Simon Millar
commented
where this at we need it asap
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David Studders
commented
Alternatively, it would be good to get an email if someone else adds/changes bank details. Currently, the person that makes the change gets an email notification to let them know that they have made the change. This makes no sense.
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Miraj Uddin
commented
Bank account change/update for existing contact.
We often find it not ideal when it comes to updating bank details for an existing contact.
Currently we have two option - one is to allow everyone so they can update bank details and the other one is the selected user (often hierarchy) who can update bank details.A second step to verify the details or approve the change before it finally updated in Xero would be great. So,bookkeeper or accounts clerk can update bank details for review from the hierarchy.
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Mark Hart
commented
For fraud security, there should be an option to always have a second person review new bank account details and changed bank account details (Financial details) for Suppliers