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  1. Contact - Notify all users or nominated users when supplier bank account changes.

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    68 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Middleton (Admin, Xero) responded

    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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    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  ·