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9 votes
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Kirsty McKelvie
supported this idea
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3 votes
Thanks for sharing this idea. We understand the request to verify that a payee’s bank account name matches the BSB and account number before making a payment. Having this check available in Xero could provide an additional layer of confidence when updating supplier details or processing payments.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you’d like the verification to work.
Kirsty McKelvie
supported this idea
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A tag type system for groups would be greatly beneficial to us. Being able to see/sort by the groups a contact is assigned to is important to us. The groups are helpful but difficult to identify which contacts aren't assigned to a group/s yet. We use groups for identifying multiple things such as bank account details verified, the business department the supplier relates to which can be two or more and would be useful to see at a glance rather than cross referencing across lists. We have also considered many other potential uses for groups/tags including payments method (Direct Debit, BPAY, Bank Transfer etc), our internal contact person for that supplier, etc