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.
AdminXero Team
(Admin, Xero)
shared this idea
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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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.
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Ann L M Chan
commented
This tool is critical and may I ask that everyone submit your vote so the Xero team would treat this seriously. 159 voted doesn't justify the important in this. Xero team is not helpful but let's get our vote up to make them understand how important this tool is to their clients. Thank you!
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Sarifa Patel
commented
I have a staff member that needs to enter all the invoices on but I cannot give access as bank accounts are visible with payments to other staff etc. This is something that really needs attention.
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Duane Povey
commented
I have clients that don't want their salary bank and transaction available to all their staff, so this is critical!
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Sarifa Patel
commented
This is critical for us and seems like a such a simple thing to implement. Not having this feature is limiting us to delegating work within our organisation and hence creating more work for those already under pressure. Surely this should be a standard feature.
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Noor Ahmed
commented
It's very critical for clients, as they want to limit their staff in accessing the bank account of their company.
It is causing issues to our client in getting work done by their staff.
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Tina Edwards
commented
Give access to files to process bills but without having full access / bank account exposure
The invoice only option shows files available but this is only on a transaction not from the files area.
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Karen Browne
commented
Yes, this is essential. Please add this feature asap.
Thanks -
Chi Tai Nguyen
commented
Is there any update on this? Is this being worked on?
It seems like such a simple feature to implement - makes no sense as to why this feature isn't available yet!
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Elise Payne
commented
It would be useful to allow access to bank accounts per user so that they can add their own credit card payments and not see other accounts or post payments to the wrong account
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Neisa Reid
commented
I don't understand the "submitted Mar2022" when you can see it has been a topic of discussion with Xero from Nov2013!!
Come on guys its now coming to 10 years!!
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Andy Mayo
commented
This is critical for me - please implement!
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Noel McKenney
commented
It's pretty basic and extremely deficient of Xero to have ignored this request for more than 5 year.
Care factor by Xero is Zero !!!