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

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    48 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. 

    Justine Driver supported this idea  · 
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    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.