User Role - Restrict access to individual bank accounts
To have the ability limit some users to access some bank accounts within Xero org.
Purpose: To limit some staff to not be able to see the information about the client’s bank balance.
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct surveys or questionnaires.
✍️ If this is something you’d be interested in taking a part of please fill in our short form here.
Though we might not be able to invite everyone into every stage, our research team will be in touch with many of you over the coming months.
We'll come back and share on the outcomes of our research and any progress around development of roles in Xero.
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Steve Ziara commented
If it's not under consideration I will be reconsidering my relationship with Xero.
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Steve Ziara commented
Bank Account Restrictions are a must have for any business. A user should be able to access one or two accounts without automatically gaining access to all accounts for the business. This is especially true for a business with multiple locations or a parent company with many businesses under its umbrella but it's just as true for a small business that believes in internal controls and processes.
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Steve Ziara commented
I don't understand how folks run a business without restricting access to bank accounts. Do you have a plate glass window without curtains on the streetside wall in your master bath too? Leave something to the imagination people!
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Tanya Whitehead commented
Similarly, I do believe restricted access to bank account details is a critical feature and would love to see Xero integrate this
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Emma Taylor commented
Once a Petty Cash bank account has been created, it would be beneficial if you could create users who are only permitted to upload transactions and view the balance of this account. This means that admin staff who would be in charge of the petty cash on a day-to-day basis, can keep accurate records of transactions in real time, but have no access to the main bank account or any other acounting information.
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Lisa Hampton commented
Similarly to many other businesses, we have credit cards set up as bank accounts with the reconciliations needing to be done by someone with restricted access. The reconciliation process is onerous and time consuming, in particular when you have dozens of cards attached to the feed. Pretty frustrating that Xero doesnt have this capacity in todays climate
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Helen Jackson commented
We want the credit cards (treated as bank accounts with a bank feed) to be reconciled by someone with restricted access ie not allowed to see other bank accounts, journals, select reports etc. Unfortunately a standard user can see everything
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Richard T commented
Critical! The way user roles are predefined is overly general and really limits its use. Hope the change comes quickly :)
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KERRY BRADY commented
This really is a priority. Xero is so flexible in so many other ways, this really does need this critical feature please. Custom permissions a must :-).
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Accounts Accounts commented
Absolutely Critical, this is a must have feature.
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Gavin Hapgood-Strickland commented
Permissions and security
A client is looking for greater permissions and security of their data relating to which employees and read and write in their files.
As an example they have 3 employees and 3 bank accounts. Employee 1 needs access to all 3 bank accounts employee is only allowed access to account A and employee is allowed access to account B and account C is the salary account, thus there is confidential information in account C that only the accountant being Employee 1 needs.
Is this possible in Xero?
This is a deal breaker for this client.
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Jacqueline Horder commented
I'm glad it's on your radar. Having this feature available will make a really big difference in our business
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Simon Longdill commented
This is a really important feature for us and surprised that we could not do it. Be great if it could be implemented thanks!
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Zanté du Randt commented
It would be nice to be able to have custom permissions for certain staff members.
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Henry Niu commented
It is critical. A client wants to allow a staff to access full sale and purchase function and one bank account (total 5 bank accounts), they could not do it.
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Karen Browne commented
Xero have only just added credit limits to their software so I’m not sure they fully understand accounting or what critical means 🤔
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Rhys Saunders commented
When I submitted a case recently I was told that the status for this idea is 'Submitted' which indicates that this feature is 'on our radar, but we have not started working on it yet.'
I was also told to continue keeping an eye on this thread for any future updates on this request, which I think is fairly ironic given that I don't see one single response or update from a Xero staff member on this thread.
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Jake Edwards commented
Has Xero ever commented if there any plans/timeframes on implementing this or provided details as to why it has not been?
All seems a bit of a pointless exercise to vote and comment with zero feedback from Xero (pun intended)
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Ann L M Chan commented
Thank you Ian for placing an effort to get everyone involve and hopefully get to someone in Xero who would put this in action! We have to put projects on hold because we simply can't have staff have access to all the bank accounts.
Vote to help bring this to Xero's attention, thank you everyone!!
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Ian Forsyth commented
If I could vote 1000 times I would. I have brought this up with my partner manager on numerous occasions but still nothing - it is a critical issue and and would seem such a simple fix so please vote even if this would be merely useful to you. 159 votes I believe is way short of how many find this critical.