Enter your idea

I don't know how many times I have requested this from Xero since its inception.
This shouldn't be determined by a few likes on a product idea page that no one really looks like, this is just VERY BASIC separation of duties and good governance that any piece of accounting software should have been in built from the start. I'd suggest Xero just do it.

Hey Xero this seems a critical requirement. I have someone assigned to chase debt that only needs access to one account for monies in and out

They should not be seeing the other accounts. we have just moved over from another accounts system where this option was available

The option is available at the moment for each person to manage their dashboard and toggle each bank account on or off their view so it seems majority of the work has been done - just needs the admin to set this rather than each person

Please provide an update on this issue. Limiting access to sensitive information such as bank accounts should be a priority......have been waiting for years

As per below comments, there are some tasks that I could be assigning to other team members but are unable to do so as they don't need access to all account information.

An update on the ability to restrict account access to users would be greatly appreciated.

Any more updates on this please XERO? I continue to do admin tasks that I should be able to give to our admin staff to do but I can't without giving them full access to sensitive company information - its crazy how this isn't a priority.

Hi There,
To me, it is essential for Xero to work on restricting some users on certain bank accounts. Could you please make it as a MAJOR priority as this is a real GDPR issue which has already caused problems within the employees in my company. Thank you for taking this seriously.

Provide a Petty Cash User Role- Allow a distinction to be made between what financial data Xero users can access beyond the standard user roles. There is a need to allow a receptionist/ junior staff member to manage petty cash on Xero.
One would like to select a single bank account eg Petty Cash Account and allow the user access to only that account and not the other company bank accounts to thus to prevent the user seeing sensitive financial information (ie salary entries paid from bank accounts) .

Xero access is very user unfriendly. This is frustrating as processing work could be delegated to junior staff but now has to be captured by senior staff that do have access to bank accounts.

Is there any update on this critical function yet?
Surely Xero must be breaking GDPR rules by not having the option to restrict access to some areas for some users?
"Building on beautiful" should NOT be taking priority over GDPR compliance.

Xero, please push this to the top of the queue as it really is imperative for any organisation other than a Sole trader.

definitely need this - I'd like a VA to help code one bank opex account only without having full access

Disappointing to see 10 yrs down the track that this issue is still around with no fix in sight. Xero business owners are constantly having to make a decision on protecting sensitive data from staff verses administrative functionality which shouldn't be the case if Xero user rights were more refined.

Come on Xero how about addressing it.

Separate access to bank accounts has been requested for around 10 years.
If Xero has been working on "Building on beautiful" work for 10 years is should be absolutely beautiful by now !!!
Xero isn't called "Xero" for no reason - it's because they've got zero interest in listening to their users.
The obvious solution is to vote with your feet (or fingers) and change to a software provider that allows user control of user access to different tasks and to a supplier who cares.

This has been raised under several different ideas in different areas with the same basic premise that user access can be personalised or be more differntiated than it currently is so the votes on this are well under recorded.
The only alternative seems to be different software as this has been requested for quite some time with nothing done by Xero about it.

I'm looking at Sage Line 50 at the minute which seems like the logical step up from XERO it is more expensive you get what you pay for I guess but going to trial it next week.

@Ethan depends on the size of your business, but this is a good start: https://arielle.com.au/best-accounting-software-for-small-business/

My personal preference is QuickBooks but it's expensive

If you have another option - please let me know. I've been looking for another solution to XERO for a while now. It is expensive, clunky and feels outdated.

Shame… this customer needs to go somewhere else then

This is a big problem and I am sure most companies have admin staff who input but don't need to see how is in the bank - it is restricting use of Xero which is a shame because it is generally a good system. Also you cant give one employee invoice only with purchases and sales it is one or the other ? These issues need to be addressed asap Thanking you.

More detailed access rights on individual profiles is needed as not everyone in an organisation needs full access and should not have access to confidential information. Bank accounts is just one area, Payroll is another.

It seems crazy that such a simple function that many businesses would need, like granting access to selected accounts for "coding only" is not possible. It would be good to see an update on this by xero. It means their basic user function isn't going to work for many business owners who need other people to code for them without being able to see account in/out balances. Pretty disappointed as being able to select/deactivate the dashboard preferences would solve this issue for the "standard user" at an admin level.

Xero, If you have built something with flaws in it, they must be fixed! This ia a massive flaw.