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User rights; is there a way a user can have access to banking and invoicing but NOT to settings

It is astounding Xero has not implemented this as a standard feature. Xero's all-or-nothing approach to user access for bank accounts prevents business owners from utilising administrative staff to reconcile transactions unless they reveal every financial aspect of their business. What a crazy scenario! It is time Xero escalate this request to their development team for implementation.

Still amazed that this has not received any attention from Xero to take action. Letting staff see sensitive company information must be best practice for Xero.

It is insane this isn't already available. I have staff who I want to process client payments so they need to be able to see the client facing incoming EFT account , however, I don't want them seeing expenses / outgoing wages / retained earnings.

This would be an amazing addition for my business. I have admin staff who I don't want to give access to all areas, but would be happy to give them access to hubdoc and our STRIPE feed so they can reconcile client payments only without looking at our other bank accounts

This would be a great feature to have. Not all administration staff do not always need to see everything that, for one is none of their business and the other that mistakes cannot be made by allocated a payment to the incorrect bank account. Please figure this out.

Being able to choose access just to one bank account and be able to drill down to just certain areas such as invoice approval would be very helpful.

This would be so great.

I need to choose which bank account can be accessed but having accounts received and account paid to be an option as well would make everything SO much more manageable.

Currently having to retain these tasks as they cannot be delegated due to sensitive company information which cannot be hidden is very frustrating.

This is still a crucial aspect my company would love to see added. Restrict users to view particular bank accounts and only be able to reconcile the accessible bank accounts transactions.
If there is a transfer between bank accounts, then they can only reconcile the side that they can see. I am sure it could be more complicated than that, but that would be the fundamental starting point for us!

Any updates on this by any chance?

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