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I completely agree that Bank Accounts would be a great place to start when adding restricted access to users. I am so glad this is being looked at by xero! Great news!

Just remove view of bank accounts should be first critical need.

How many companies have you worked for where you know what in the business bank accounts!

This is great news. I think even just a tick box option in the first instance to hide/unhide bank accounts from a specific user regardless of their other permissions (including reconcile, account transactions, & Statement lines) would be a massive step forward. Perhaps further research could be undertaken to drill down further once you implement the main issue.

Wonderful news!

Xero - this is wonderful news!

Like many who have commented before, our requirement would be for users to be able to process purchase and sales ledger invoices without being able to see bank account details.

Allowing team members to view items relevant to their department budget would allow better workflows and accountability

It would be great to limit account creation / create a password to create / delete accounts, as this just adds structure having standard chart of accounts. extremely important if you have multiple companies.

Also, would be great, if you are running a group of companies, to be able to lock chart of accounts, so all your entities share same set of accounts (ie, global chart of acccounts), NetSuite has this functionality, and makes sense for group companies

We need our receptionist who has invoice only + approve & pay user to be able to create batch payments and export the payment file and send remittance to clients.
At the moment it is super messy as she is able to enter invoices etc then pass them onto me to have to create batch payments export the file drag it into the bank and pay.

We would like her to still have the invoice only + approve & pay user as we do not need her to see our bank accounts.
I have set her up in our bank and she has access to transact an imported file but she can not see our accounts and she can not authorize the payment.

Was so much easier when batch payments went directly to the bank (she was able to do that!) I would just have to authorize the payment.

Hopefully this can get sorted soon!

Restricting user access to Invoice Only permissions should definitely not allow them to see any financial information, including You Owe data. Maybe have the contacts as restricted, but only visible to create invoices and quotes when drafting them.

Business critical disaster! - I have added users to allow them to draft invoices only (the lowest level access possible). They cannot see bank accounts BUT, if I have drafted their collegues wages as a bill that is "Awaiting Payment" THEY can see it by looking at their collegue as a contact and reading across the "You Owe", "They Owe" coloumns.....this has created a catastrophe. WHY do they see what the business "owes" a contact?????? Law suits pending

100% needed. I want someone to be able to send remittances for payments made but this can only be done if they have access to all the bank accounts and reports.

It would be good if access to the details contained within nominals that contain sensitive info such as wages, could be restricted for certain users within an organisation. You may want somebody to be able to post bills/invoices but not be able to see private salary information or bank balance levels for example.

I want to restrict users Applying Payments and at the same time they can see that reports, balances, etc..

We have users set up with various access, the sales team need to have access to add/edit quotes and invoices, along with customer records and tracking categories - they seem to be able to add/edit new clients but not new tracking to match the clients for reporting needs, why does user access need to change - any suggestions?

Absolutely critical.

Sales staff need access to monitor overdue customer accounts, without having access to view bank account and supplier information.

Xero needs to work on fixing these issues. I have clients that want to give their employees the ability to enter supplier bills and issue the payment and print the checks. However a USERS cannot print a check unless they have access to all the reports, including all the financial reports, Profit and Loss, Balance sheet, etc. My clients have had to give USERS access to ALL the companies financial data and ask the USER not to look at the financials, very unprofessional and problematic. This is especially frustrating because we were told by Xero the parameters were built in and we would not have this issue. Xero has great software and it's unfortunate but my clients are looking into moving to Quickbooks.

Payroll reports are restricted but unfortunately a standard user can run wages & salary in account transactions report, please limit the accounts visibility.

This is linked to Idea: User Role - Restrict access to individual bank accounts, which has also been around for some years!
Xero have admitted they have not been ready for larger organisations, but if that's the case it doesn't make sense that they keep on advertising - unless they are hoping that companies who are NOT a sole trader will give up with them & they can just have lots of sole traders who won't need the same functionality....................
Generally I like the software, but get very frustrated at their lack of communication & disinterest in their customers' needs.

Voting in favour of filters, for incoming balances only

Hey Dave 😁

It is not currently possible to limit a user when they are reconciling, so they only see incoming payments 👍.

However this is a request that's already been raised with us and I've found an idea that's similar to what you’re suggesting in our Xero Product Ideas. Xero Product Ideas is a Xero website where our customers can share and support ideas for change. You can click 👉here 👈 to add your vote on the product idea.

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