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

    183 votes

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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. 

    Mary Anne Morison supported this idea  · 

  2. General Ledger - Account reconciliation function

    32 votes

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    6 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Gaining Support  ·  AdminPaul Hodges (Admin, Xero) responded

    Hi, thanks for sharing this idea. This might be useful for situations such as suspense accounts, where entries are intended to net each other off.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    Mary Anne Morison supported this idea  · 

  3. Email Settings - Set which users to receive Bank account change notification

    86 votes

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    submitted  ·  43 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Mary Anne Morison commented  · 

    Need more than one person to know when a Bank Account Changes

    Mary Anne Morison supported this idea  ·