Settings and activity
6 results found
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133 votes
Appreciate wanting an update from us here, everyone. We know that having more visibility of when a supplier’s bank account details change is important to you and understand that there are some security concerns around this. This is something our product teams are aware of the appetite for, however we want to be upfront that this feature is not planned in the near future.
While not a direct solution to what you’re asking here, it’s worth noting that the ability to change supplier’s bank account details is limited by the bank account admin permission. Advisors will have access to the Assurance dashboard where you’ll be able to get an easy view of any Contacts whose bank account details have been edited, and you can also view this information running the History and Notes report.
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Les Harvey
commented
This is a key control and protectiion, I really don't know why Xero haven't implemented it despite much support for it
An error occurred while saving the comment Les Harvey
commented
Hello,
I have previously raised a request that an alert be sent our when a bank accout is changed. This is an internal control process is needed due to the prevalence of fraudulent bank account scams.
This facility is available in payroll, when will it be available in Contacts / AP?
The lack of this feature is a serious disadvantage for Xero.
Regards, Les
Les Harvey
supported this idea
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179 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.
An error occurred while saving the comment Les Harvey
commented
Hello,
I have previously raised a request that an alert be sent our when a bank accout is changed. This is an internal control process is needed due to the prevalence of fraudulent bank account scams.
This facility is available in payroll, when will something similar in Accounts Payable?
Regards, Les
Les Harvey
supported this idea
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235 votes
An error occurred while saving the comment Les Harvey
commented
This feature would make Xero much more effective across multiple related entities.
Les Harvey
supported this idea
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615 votes
Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…An error occurred while saving the comment Les Harvey
commented
Agree, should be basic feature
Les Harvey
supported this idea
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5 votesLes Harvey
supported this idea
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55 votes
An error occurred while saving the comment Les Harvey
commented
Would be a very useful feature.
The issue for me is that clients would like a couple of nominated staff, eg the subscriber, to be made aware whenever a bank account is changed. This is an internal control process we need to introduce due to the prevalence of fraudulent bank account scams.
This facility is available in payroll, why isn't there something similar in Accounts Payable?Les Harvey
supported this idea
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I've been chasing for some years. Maybe if Xero used their own product to run one of their own businesses it would be higher up the priority list!