Account number privacy on account summary PDF
I would like to make a suggestion regarding the account summary that we generate via save as PDF.
Currently once a release trust money or stakeholder payout is processed, the clients full bank account details are displayed on the account summary. I am wondering for privacy reasons if this should be fully displayed as we always forward this document via email. There is also the instance where there are multiple vendors and payment is split. When we email the account summary, each party can see each others details. With the ongoing issue of email scams as well, could this improvement help protect our clients?
Is there the provision where half of the bsb and account details can be blocked out? eg. BSB 083*** Account Number 54849 ***
Perhaps an additional report option when generating the PDF?
Peter Walkden
shared this idea
The Account Summary report does not display bank account details and we have a new ACL for View - Contacts Bank Account Details.