Enter your idea

This feature is necessary for adequate internal controls. In the US, accountants learned from their mistakes and now aren't so lax about permissions: https://en.wikipedia.org/wiki/Committee_of_Sponsoring_Organizations_of_the_Treadway_Commission

Checkwriting access should be selectable and monitorable. This is taught in accounting 101.

Any ETA on this? This is quite the shortcoming on the programme. Very unfortunate that clients are forced to share critical confidential information with employees.

Anyone wondering if Xero will implement this... this thread is only a year old, so based on other critical requests from customers, we're probably looking at this being implemented by 2032 soonest.

We need staff to see client transactions through the bank to see what’s been paid, but not transactions such as staff salaries. There should be a way to have them only view the payments coming in as income.

Please make it possible for us to limit the approvers for leave.

Currently the list is long and confusing due to Payroll admin and leave approval being inseparable.

Wasted time with a new bills look, but no action on something so critical as having a broader range of user access. Really disappointing

Xero seriously?

Referring everyone to this link to seek an answer?

No offence but please don't waste your time reading all the comments as everyone's comment is a complaint same as yours probably.

Xero apparently has no customisation built into their software:

"It's currently not possible to customise the user role to restrict specific access""

I hope that saves you a bit of time.

Being able to modify which bank accounts are assigned to users, please. Staff don't always need to see everything a business does. A very big shortfall in versatility on what access can be permitted.

Critical !! (Umpteenth and counting)

Yes I posted this long ago and saw many users actually wanted more choices to allow certain access but till now no action from Xero. Pls do something Xero!

Come on Xero. This issue has been on going for a long time now and you don't even have the decency to reply to your customers regarding this. So many other changes happening which don't affect the day to day running of our businesses but you can't address the most important issue of all. That of permissions. Please can something be done about this as it is making things really difficult.
Thanks, Rowena

I really feel this needs addressing as matter of urgency , as organisations do not want all employees to have access to their banking information but needing them to have access to some reports. When you need certain employees in the busiess to have access to just the Sales and Reports this is as part of their role but you don't want them to see information on the bank, for instance what other employees are paid.

OMG just seen this was originally posted in 2014!

I contacted support to see if this was something they could help me with because I want to lock down some features for security reasons but they referred me to this thread!! 4 pages of people complaining about the same thing! Not good!
This is a high security issue and needs developing asap to create user roles similar to bank authorisations!

Critical !! (umpteenth comment)

So I"ve been sent to this chat for a request on email notifications and this thing has been not resolved since 2014.... great.

I just want no timesheet notifications to some staff. Why should someone that can create a staff member and doesn't do payroll have to be notified with every timesheet that comes in?!!

Xero are the quickest to put prices up but love a good deflection on actions.

When are xero going to listen to their customers and action such change! How many comments or ideas need to be logged before they take notice, it's really critical for businesses to be able to have more choice of user controls/visibility.

We have an issue with one of our clients now due to a product update - our client has an employee dealing purely with CIS, and until very recently was able to verify new subcontractors and create purchase invoices with an 'invoice only' user setting. Perfect - that was all she needed!! HOWEVER, a recent update has now removed the ability for users with this setting to verify subcontractor!!! As others have said, the software really needs lots of options and flexibility regarding user access/restrictions and I am puzzled as to why such a basic and obvious requirement has not yet been implemented. Please prioritise, and as a minimum stop making changes that make things more difficult!!

Exactly my problem Cheryl! So frustrating. And the user roles don't make sense, for example the debtors clerk has no access to the accounts receivable reports. I wish they can tackle this issue with the urgency it deserves.

This is so restricting in terms of employees/roles/departments. We are about to hire and want to give our new employee access to only one bank account however this is not an option! We would also want them to be able to run reports for aged payables & aged receivables but again it's either opening them up to all or literally nothing!!! Frustrating!!!