Settings and activity
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55 votesJodi Stewart supported this idea ·
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53 votes
An error occurred while saving the comment Jodi Stewart supported this idea · -
93 votesJodi Stewart supported this idea ·
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197 votesJodi Stewart supported this idea ·
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20 votesJodi Stewart shared this idea ·
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176 votes
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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274 votesJodi Stewart supported this idea ·
This would be particularly awesome for Xero monthly subscription invoices. When you enter these for 30+ clients every month it is very tedious to have to download the document to click on the link, to open the invoice, to download the invoice and then upload to Hubdoc.