Settings and activity
1 result found
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145 votes
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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Megan Renshaw
commented
For those following, a partial work around we have found. We have set a redirect for any email that goes to our staff when they change the Xero bank details to send to the managers. This only works on updating bank details, not adding in new ones unfortunately, but its better than nothing. It would be better if we didnt have to set these rules and it was automatic from Xero like with MYOB.
An error occurred while saving the comment Megan Renshaw
commented
Following this up! Very important. It already happens for Payroll Changes, should be implemented for all bank changes.
Megan Renshaw
supported this idea
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Hi Les, we had to get our IT company to implement this, otherwise you would have to set up a rule on everyone individually.
We basically set up a rule that says anything that comes through from the xero email that has the reference o "Automatic Xero Alert: Bank account for" in the title to be redirected/forwarded to the relevant email addresses.