Enter your idea

It there any way that this can be escalated to the Xero Product Team so that they can find a way to implement a level of granular control over individual bank account access for users?

Been a Xero user since 2012/13. Have wanted to have roles for over 10 yrs so staff can do basic reports, or transactions, without having full access to all business bank account data (this is crazy). For over 10 yrs, Xero says "we'll look into it" but no real action or response. There are multiple product 'idea' requests here all about the same thing - we don't want ALL STAFF to access bank account details. Last time Xero said "we're only geared to sole proprietors" - not exactly an encouraging response since they brand themselves as the solutions for small business. Any updates on this Xero??

This is ridiculous that this isn't a feature yet. A simple check box for allowing which bank account a certain user has access to would be great. Also would be great to be able to limit a user to reconcile AR and not AP within a certain bank account. Seems a no brainer for any small business that has someone else doing some admin work.

I've always thought that Xero is beautiful software for a one man business but struggles to grow as a company grows and this issue is that in a nutshell.

On the other hand, when I get terribly frustrated with these Xero pain points I review other bookeeping software (ready to launch lol) and every time, Xero is the best of a bad bunch. All of them have "quirks", changing goalposts and workarounds (including some really struggling with multiple windows open, something Xero excels at).

Every change to any online software requires processes and procedures for businesses to be changed - and that's hard for businesses.

Anyway, I complained about the new invoicing on TrustPilot & that got some "spin" feedback from Xero, but at least they do pay attention.

I think the reality is that whoever is responsible at Xero for making this happen is not reading this thread. We are merely blowing our hot air into the ether.

Maybe it's time to move these comments onto a larger platform, such as X.com, Facebook, etc....

Good day can Xero please advise if this is ever going to be a priority?

This would be a very helpful addition.
Though I think it’s now 10 years and counting for this request of a simple separation of duties function.
It’s easy to see how other function improvements that can generate new income streams for Xero could take priority.
So it’s hard to see how this very useful function request could be an income generating priority – perhaps until a ‘beautiful’ user sues Xero for not prioritising the security of their bank account – Where will I code that loss amount to?
I’ll put in a support query to find out ! ha ha :) :) :)

This is critical for our business too. We have people who can only do half the job as we can't let them see the dashboard as it contains all the bank accounts, but they do need to see the individual credit cards on the dashboard to see the transactions and then ensure the receipts are submitted in through the expenses.
Its so ineffective at the moment.
Please sort this ASAP

This is essential.
and actually might make use of xero illegal in UK and EU due to data protection issues.
We need members of staff to be able to see what payments are made to us in one account. but they should not be able to see what is paid out (including payroll payments to other members of staff) from other accounts.
In the first instance just being able to turn off accounts on the dashboard of certain users would help.

I just had a client who are also requiring this feature. They are happy for the admin staff to do the day to day stuff but have absolute no access to the bank accounts. That is because of the security nature especially with Payroll data and confidential data in the bank transactions which only the owners need access to

It's only been 4093 days since this revolutionary idea was suggested.
Or 11 years, 2 months, 14 days excluding the end date.
From and including: Friday, 29 November 2013
To, but not including Wednesday, 12 February 2025

Quick translation of Kelly's message using non-tech-bro language:

Thank you for your interest in how we can create user roles that fit your needs in Xero.

Since there are many different ideas about roles and permissions across our products, we understand that user roles affect all aspects of what we offer. We have to think about a lot of factors to meet the needs of the majority of our customers.

We are researching the current situation [not the landscape, lol] to figure out how to best address the main needs of our users. This is one of the most requested topics, so it's a big priority for our team.

We're just getting started with this work and it will be an ongoing project. There will be multiple phases of research and we will ask users to help guide that research.

We really value your feedback and would love to invite you to help us with this by participating in interviews or surveys to share your thoughts.

✍️ If you're interested in participating, please fill out our short form here.

While we may not be able to include everyone at every stage, our research team will get in touch with many of you in the coming months.

We’ll keep you updated on what our research discovers and any developments we make to user roles.

@kelly Munro. Please provide an update on this request.

This is very critical for us as well. IF this does not change soon we will have to move over to a program that do provide this critical user role function. It is ridiculous that anyone can have access to bank accounts and critical information just to enable them to print reports to do their work...
We already had confidential bank balances discussed by employees who should not be able to see this information but how can you blame them if they have unlimited access to everything

So Mr or Mrs Xero.

Are you telling me that someone working in Xero accounts, inputting transactions, has access to ALL of Xeros accounts...? No, I didn't think so. So why won't you give your customers the same?

It’s never gonna happen 🤦🏻‍♀️

This really needs to be added. I have bank accounts that access to is not required for the accounts team, only for owners and directors. I want to restrict access to viewing specific banks and their transactions to the bank accounts I allow. If there is a transaction to a bank account they cannot view, they can complete one side of the reconciliation, and I, with access to the hidden bank account, can reconcile the other side of the transfer.

Ridiculous that I’ve used Xero for 10 years and they don’t have it.

I can't believe in this time of security being so important Xero hasn't addressed this earlier. People have been calling for this for years. Other platforms have much more customised security. I didn't think I would say it but I am looking at changing.

This has become a critical issue for clients, who we want to migrate to Xero to a single platform, rather than consolidate 15 different accounts datasets. They require each user to have an access to single bank accounts and not all bank accounts. Please update us on progress in this area

I'm at a total loss as to why this hasn't been resolved yet. We will actively look at alternative software if this isn't implemented in the next few months as it's such a glaring omission.