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

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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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    Kelly Prevost commented  · 

    It is critical internal control to have this information available. It is great to have the notification emails when employee bank details are changed. Why at least can't we have the same for Suppliers? It would be so easy for an accounts administrator to change the bank details of a supplier to their own account. My clients are crying out for this notification. If we could produce an audit report with all bank account changes detailing who made the changes this would be fantastic.

    Kelly Prevost supported this idea  ·