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

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    49 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. 

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    Tracy McIntyre commented  · 

    Can a BACS report be created for the companies that don't use the bank faster payment facility on Xero. We have recently transferred to Xero from Sage and having a BACS report that you can cross reference employees to their bank details would be helpful. If we have a new start or an employee who changes their bank details, we have no reference to this on the current Xero Payroll Reporting facilities. Currently we are having to record bank details on a separate spreadsheet to facilitate this issue.

    Tracy McIntyre supported this idea  ·