Settings and activity
1 result found
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134 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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Ann-Marie Tulloch
supported this idea
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A must for financial controls in a business. As Finance Director for a £20m turnover business I need to know if one of my finance team members changes a bank account. We use bulk uploads to the bank so there's little other opportunity to pick up changes without trawling through the assurance dashboard, which cannot be filtered by date to focus on one financial year at a time.
Critical that a bank account change notification is sent to nominated individuals, not all bank admin as this can include and involve far too many people in the finance team with unnecessary email traffic.
Critical that the assurance dash board can be filtered by date or financial year. I don't need to see assurance for events that happened years ago.