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  1. Email Settings - Set which users to receive Bank account change notification

    264 votes

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    140 comments  ·  Users & setup » Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all your support here. We recognise the importance of notifying the right people when bank account details change, and how this would help businesses strengthen their checks and reduce fraud risk.

    While this work isn’t directly on the roadmap just yet, this idea is on our radar, and we’re looking to explore it further to ensure we’re covering the ground needed for a smooth customer experience.

    We appreciate everyone who's shared feedback and examples, as they help us better understand the impact this'd have in practice.

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    Jack Moore commented  · 

    As part of our organisation's security and compliance measures, we need to ensure an extra layer of protection when it comes to bank account changes. To enhance the security of our financial transactions, we urgently request the implementation of an independent email notification system.
    Specifically, we need Xero to send an automated and independent email to our designated senior manager whenever a bank account change request is initiated or processed through the platform. This additional notification will serve as a crucial safeguard against any unauthorised or fraudulent activity related to our finances.
    Extremely disappointing that a platform like Xero already does not have this feature and that customers have to request it. This “idea” was raised in March 2022, it is now August 2023. One would think this is an easy feature to include. All other systems I have used have this “feature” already built in.
    Why do we need to vote? This is a compliance issue, not a nice to have.

    Jack Moore supported this idea  ·