Contact - Bank account verified
Can we please have a feature to confirm when a contact's bank account details were last verified? We are increasingly asking for confirmation of bank account details with no easy way other than the notes field to check the account status.
Elizabeth Ryan
shared this idea
Hi Elizabeth, thanks for raising this idea, we just need further information so we can review the idea.
Can you please give us more detail around the verification of the bank account details. As this cannot be verified in the contact record no verification record would be available for update. Are you asking for the ability to verify the bank account in the contact record? Or just to have a way to update that you have manually verified the bank account. The more details we have the better we can review the idea. Thank you
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Elizabeth Ryan
commented
Hi, a method to update that we have manually verified the bank account details would great please (a tick box or similar). In the era of scams we are increasingly verifying the legitmacy of suppliers details to prevent fraud, so it would be good to see at a glance (from the contact page) the status of each account.