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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Tim Allen commented
Kerrin's comment is well made. The Xero response provides no commitment or time line for this request to be applied, which is disappointing. There's a golden rule in business: listen to your customers.
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Tania McGregor commented
Basic Users who can issue invoices have access to all available options in the 'Paid To' field when receipting invoices.
It would be great to be able to set what 'Pay To' options are permitted for each User Group.
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Kerrin Brown commented
So by looking at the requests this has been raised back in May 2022 and still nothing has been done. I like many others want to see "beautiful" exchanged for "useful" and "meeting customer needs" so would really appreciate this being bumped up to a priority please
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David Notman commented
Bank account access on an account by account basis is extremely important to us. We are happy for our admin assistant to see credit card accounts but not our main current account as it contain salary and dividend payment details. Please give the topic a high priority. Thank you.
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Shawn Schweier commented
How is it Xero can raise prices by more than 200% over the last 3 years, but can't make adequate permissions profiles/checklists? Forget your beautiful work, we need solutions for accounting departments and companies. With as many people who have voted, clearly this is something needed. How hard can it be to code this in?
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Ondina Nieto commented
The issue at hand is of paramount importance to our small-scale enterprise, compelling me to explore alternative accounting systems. This is an indispensable requirement for our business operations.
I find myself in agreement with the majority of the previous respondents, expressing incredulity at the fact that this has not been executed despite a decade of persistent requests.
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Jan Hempsall commented
As a charity with many bank accounts for different areas of the charity, this would be really helpful to allow volunteers to help with specific tasks. At the moment we're unable to provide this access due to the amount of sensitive data held on Xero.
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Noel McKenney commented
To Ethan M (Admin Xero)
Ian F's comments were spot on - this issue has been going for around 10 years and continued to be ignored and should be a simple thing for any programmer worth his or her salt to fix.
I'm convinced Xero's name is based on having Zero regard to users requests and this is the utmost evidence of that.
Your attitude and regard for not caring what your user's want is really PATHETIC.
Furthermore, removing the history so it doesn't show how many users have "voted" for this matter to be fixed over the last 10 years is absolutely deceitful (maybe you should join the Board of Qantas !!) -
Ian Forsyth commented
Ethan M,
I have many clients who I have brought accross from MYOB to Xero and this is such a basic change that your saying you cant spare the resources is frankly laughable. This change could be done in less than an hour. Any programmer worth his/her salt would tell you that. Please effect this change asap - 10 years is long enough to wait - that's how long this query has really been going because it was moved from another forum, which you'd know. If you haven't been able to spare the resources in the past 10 years why should we believe the next 10 will be different!! -
Maria McAdam commented
@Tzippy, that's an idea worth exploring thank you - we are so frustrated with the inefficiencies of being unable to assign basic work to staff. Since Xero indicates no intent to make Xero more user-friendly for businesses larger than just one or two people, cashbook might be the way to go.
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Tzippy Subotzky commented
Please add this suggestion to the top of the list! We are now thinking of opening a separate Xero cashbook just to keep the contents of the affected bank accounts confidential, and that is not a very efficient method.
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Amy Field commented
Hugely important for us too. I need to allow access to credit cards but not the current account. Please put this to the forefront.
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Charles Baker commented
This feature seems a very basic feature to provide for discretionary and security reasons and should be prioritized.
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Jared Aylmore commented
Agreed, this feature would be amazing!
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Lorna Roberts commented
i agree with the below comments, this is stopping us getting xero, as we have 3 accounts 2 of which are private & other staff members should not have access to it has salaries etc, which we do not want to disclose to staff,
how would we go round this? if they cant be limited to each account can you restrict what they can view in each bank?if not this will be a no to xero which is a shame.
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Ann L M Chan commented
Building on Beautiful work is a wrong direction as small businesses need practical tools and limiting bank assess is critical to allocate job to team members. I am so disappointed with no one on the Xero team sees the importance of our voices. Xero needs a new team to understand the need of her clients. We should look at exit plans.
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Lisa Lenne commented
There is nothing Beautiful about not listening. This issue of user access to bank accounts has been an issue well before you changed the name of this to product ideas and deleted all of the original ones 10years ago. If I want staff to use Projects for Jobs and costing I have to let them see my Bank rec screen. Makes no sense as they don't need that to cost a job and enter invoices.
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Accounts IW Observer commented
Is there any update since March on this issue please? Lots of people clearly want to see it. It means I cannot give my sales staff access to check whether a customer owes us any money before taking another booking.
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Clare Barkley commented
I would like ability to select which accounts to give user access to please. not blanket ALL accounts. URGENT please.
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Charlotte Rix commented
I urgently require this idea to be actioned by Xero
I cannot give staff work to do because I cannot give them access to the bank account
Every business does NOT has one person solely doing data entry and one other doing everything else
We need certain bank/credit accounts restricted to certain users with access to Debtors/Creditors reports
Net wages should be locked for those that do not use Xero Payroll Software
This is legal requirement