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

    16 votes

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    submitted  ·  5 comments  ·  Users & setup » User permissions  ·  Admin →
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    Mark Ma commented  · 

    Hi everyone, full disclosure - I’m the founder of VendorAlert, a Xero Connected App now available in the Xero App Store.

    While VendorAlert does not add an approval step within Xero, it alerts nominated users whenever contact bank details are added or changed. Each alert shows what changed, who made the change and when, with a PDF audit report also available.

    Sharing this in case it provides a useful control while this feature remains unavailable in Xero:
    https://apps.xero.com/app/vendoralert

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

    187 votes

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    55 comments  ·  Reports & tax » Reporting  ·  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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    Mark Ma commented  · 

    Hi everyone, full disclosure - I’m the founder of VendorAlert.

    We developed VendorAlert specifically to help address this longstanding control gap in Xero. It monitors changes to contact bank details, alerts nominated recipients and maintains an audit history showing the contact, what changed, who made the change and when. The audit history can also be generated as a PDF report for internal review or audit purposes.

    VendorAlert is now available in the Xero App Store:
    https://apps.xero.com/au/app/vendoralert

    Sharing this in case it is useful to others who have been looking for a solution to this issue.

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

    253 votes

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    submitted  ·  134 comments  ·  Users & setup » Navigation  ·  Admin →
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    Mark Ma supported this idea  · 
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    Mark Ma commented  · 

    I've been following this feature request for years and I'm surprised it still hasn't been implemented.

    This is such an important internal control for businesses and accounting firms. The right people should be notified when supplier bank details change, not just the user who made the change.

    We recently developed a Xero Connected App called "VendorAlert" to address this gap. It allows businesses to nominate who receives notifications whenever contact bank or payment details change, with a complete audit history of what changed, who made the change and when.

    Hopefully Xero implements this natively one day, but in the meantime we're pleased to have a solution available for businesses that need it today.