Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

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

    176 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    49 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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. 

    Justine Driver supported this idea  · 
    An error occurred while saving the comment
    Justine Driver commented  · 

    Also, can there be an online authoriser to approve that the new bank account number or contact details have been changed correctly - so not just a print out and signed copy - but released and authorised by another xero user the changes are correct.