Enter your idea

Hi Ryan and all others
It's not uncommon.
In case you didn't see some of the pre Aug 2022 comments, here's a selection of what you missed - I think (maybe?) that users would like this function ? :) :) :)
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"It seems absurd that it is coming on 10 years since this was suggested with multiple requests for it every month that STILL nothing has been done.
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This is basically a deal breaker for me using your product. This is pretty simply accounting - having all staff being able to see the amounts coming our of an account for wages, bonuses etc it not ok.
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I'm surprised this is not a standard option.
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critical for security
Please!
This is very important for larger businesses with defined staff roles.
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Head office needs access to all accounts. Branches only need access to their branch accounts. Critical feature. Please add!!!
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This is MUST function.... Please work on it as matter of urgency.
Such a simple thing - please add asap!
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Very important for firm restrictions and business operations
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Company role segregation is essential, so is the ability to ensure confidentiality of bank balance information from junior staffs.
I hope Xero can seriously consider expedite this before I decide to switch to other vendors system.
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Segregation of duties is very important in our organisation. Our accounts receivable administrator not only sends invoices to customers, they also follow up outstanding debtors. They need to be able to access the debtors reports to know what is outstanding. But they do not need to access to our bank accounts. A very critical feature
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We have various budget holders that need to see reports but do not need to see the bank account as this contains staffs salary payments
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These are sensitive business contents about my cashflow and should be the business’ right to restrict access.
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This will let us delegate the reconcilation task effectively
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I don't want staff having access to all the bank accounts, especially the main one.
Your urgent attention with this matter would be appreciated.
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Critical feature!
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this needs to be addressed urgently i need staff to invoice and do purchase orders but not see bank account details
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I would have thought it should be quite easy apply a button to each bank account that would allow you to limited users access to that bank accounts."

Why has Xero deleted all the correspondence on everyone voting for this feature prior to August 2022? I was on a previous thread that had thousands of replies from users and accountants wanting this. I recall at least 5 years of requests… still waiting?

I have an employee who attends to accounts payables for her area (pay bills and send remittances). This used to be possible through "approve and pay (sales and purchases)". Some update over the last few months means that now sending remittances is only possible with full access to all bank accounts, which means she can see payroll transactions and information that is outside of her area.

This needs to be added as a tick box, i need to give access to an employee to raise invoices, update products etc but they cannot see the bank due to personal information like salaries

This would be really important, xero this should be such a common tick box, we have a user that is external that does not need to see our savings account

There needs to be an option under standard user to tick/untick bank account feed access. I have a staff member who needs invoice and purchase order access as well as seeing on our dashboard sales for the month by customer group which we've set up - but I can't have her seeing bank feeds which show highly personal information like salaries. I can't understand why this is not available, makes no sense to me.

Some managers take care of only one bank account in our organisation - this facility would be very useful indeed.

Thanks!

It is concerning that this thread has been running since April and no action has been taken. This surely cannot be too difficult to implement. Potential new customers will very likely be put off if they find out this is an issue with Xero! Some action please URGENT!

I find it very strange this is not a function already in place within Xero. To select what members of staff are able to see bank accounts/balances should be controlled by the administrator/company as a function. This should be look upon as a high priority with Xero.

Hi, I also require restricted access for training levels and wold welcome any ideas.

TIA

We have defined staff roles in the accounts dept - only certain staff have access to the bank but on Xero they have to be standard users to be able to see reports ie sales ledger, purchase ledger. These reports should be linked to the invoice access and purchase invoice only access as a tickable option.

Access to bank needs to be a tickable option on standard user or create a new user function that has all other accesses except bank.

More detailed user permission roles would be ideal. Such as options to limit access to specified bank accounts.

I feel like this is crucial within the business to be able to select what type of bank access users have

Xero is proving to not be a great choice for accounting software if you want any kind of control or limit on access for your team besides AR/AP entry.

Please can Xero action this idea. We need it now and we are clearly not alone with this requirement.

Just adding another voice - nothing to add to the endless stream of comments below.

I hope to have a user feature in Xero wherein the user role only has access to reports and not the bank accounts.

Agree - this is basic and critical stuff. Some employees need to do stuff in Xero such as payments and viewing supplier accounts but there are certain bank accounts that they should not be allowed to see. e.g. a bank account that shows other employee's payroll payments.

No workaround yet, maybe once we get to 10 years this will happen.

Remember the more posts here the more attention this issue gets.

Does anyone have any kind of work around to this problem at the moment?