Settings and activity
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264 votes
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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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.