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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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    Janine Marriner commented  · 

    The History and notes report is a complete waste of time. Doesn't show any level of detail that would highlight a potential issue. The Assurance dashboard doesn't have any ability to filter or sort so you are constantly looking at everything that has ever been changed, again pretty useless. This has to be a priority - surely there is a way to run a report that shows all changes made to a contact within a period of time, particularly bank account numbers.