Practice Manager | Permissions - Restriction access to change bank account details for client
Add restriction on changing bank account details for client (in XPM and tax return).
Given Optus and related fraud - > not all staff should have the ability to update bank account details on a client.
There should be the ability to restrict this so procedures - eg phone calls to verify etc - can be put in place.
5
votes
David Henderson
shared this idea
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Martin Cash
commented
With increased reliance on offshoring and the legal challenges associated with rectifying a fraudulent activity overseas, this would be a critical piece of security.