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  1. Bank accounts - Ability for Managers to approve updated bank account details for contacts.

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    submitted  ·  2 comments  ·  Users & setup » User permissions  ·  Admin →
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    Miraj Uddin commented  · 

    Bank account change/update for existing contact.

    We often find it not ideal when it comes to updating bank details for an existing contact.
    Currently we have two option - one is to allow everyone so they can update bank details and the other one is the selected user (often hierarchy) who can update bank details.

    A second step to verify the details or approve the change before it finally updated in Xero would be great. So,bookkeeper or accounts clerk can update bank details for review from the hierarchy.

    Miraj Uddin supported this idea  ·