Bank Changes Overview
The Bank Changes feature in SapphireOne, located under Accounts > History > Bank Changes, provides a comprehensive log of all modifications made to bank accounts within your organisation. This feature is essential for maintaining a secure and transparent record of all bank account activities, including viewing, modifying, and updating details. Each change is meticulously tracked and encrypted using SapphireOne’s RSA encryption, ensuring the highest level of security.
Bank Changes Details Page
History of Bank Changes
The Bank Changes screen provides a detailed history of all changes made to bank accounts. Each entry in the log includes the following information:
- Sequence – A unique identifier for each transaction.
- Vendor – The vendor associated with the bank account.
- Employee – The employee linked to the bank account.
- GL (General Ledger) – The general ledger account associated with the bank account.
- Client – The client related to the bank account.
- Company – The company to which the bank account belongs.
- Viewed Checkbox – Indicates whether the bank account details have been viewed.
- Updated By – The user who made the modification.
- Date – The date when the change was made.
- Time – The time when the change was made.
- Document Manager – Allows you to attach relevant documents to each bank change transaction. This is useful for maintaining records of why a bank change was made, such as switching banks or updating account details.
- Decrypt Button – Located in the top right-hand corner, this button allows authorised users to decrypt bank account details. All bank account information is encrypted under SapphireOne’s RSA encryption, ensuring that only users with the appropriate authorisation can view or modify these details.
Before and After Group
The Bank Changes feature logs both the previous and updated details of the bank account, providing a clear before-and-after comparison:
Before Group
- Swift – The SWIFT code before the change.
- BSB – The BSB number before the change.
- Account – The account number before the change.
- Bank – The bank name before the change.
- Payee – The payee details before the change.
After Group
- Swift – The SWIFT code after the change.
- BSB – The BSB number after the change.
- Account – The account number after the change.
- Bank – The bank name after the change.
- Payee – The payee details after the change.
SapphireOne ensures that all bank account changes are securely logged and encrypted. Only authorised users can decrypt and view sensitive information, maintaining compliance with security standards. Each action is recorded with a timestamp and user details, providing a complete audit trail for accountability and transparency.
By utilising the Bank Changes feature, your organisation can effectively manage and track all bank account activities, ensuring both security and operational efficiency.