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

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    52 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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    Nicole Smith commented  · 

    I'm here to echo Debbie Olsen 1:55pm requests earlier today. Same issue - we're a not-for-profit, we're audited and need to provide evidence of strict controls and reviews around bank account changes, and ideally the notification email should be cc'd to someone other than the person who made the change (for audit purposes).

    Nicole Smith supported this idea  ·