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  1. einvoicing

    2 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Margaret Seys shared this idea  · 

  2. Bank Account Changes Report Showing Contact's Name - Downloadable as a PDF

    176 votes

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    49 comments  ·  For small businesses » Accounting features  ·  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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    Margaret Seys commented  · 

    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