Settings and activity
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186 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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Nikki Valintine
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6 votes
An error occurred while saving the comment Nikki Valintine
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If I could go to client invoices that are awaiting payment, filter by name and select multiple overpayments that need to be refunded to one client, and then select "Refund" that would be super. Currently it is a time consuming process to refund multiple overpayments especially when each refund takes you out of that customers transactions and you have to repeatedly search for their overpayments to refund. Background for this senario... elderley client is no longer using product/service but is unable to cancel weekly AP due to health and/or they do not use online banking.
Nikki Valintine
supported this idea
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To help reduce fraud within a business, is it possible to have a report for changes to supplier bank account details, (especially the bank account number), or have a notification text/email sent to a manager/accountant so this can be confirmed against details on the suppliers invoice.
Scenario could be Batch payment of supplier invoices uploaded to online banking for payment, but bank account number(s) have been changed. On the surface it appears supplier(s) was paid, when in fact money is being obtained fraudulently.