User Permissions - Access to reconcile without viewing balances
It would be really useful if you could give a user permission to be able to reconcile and post bank transactions, but not see the bank balance.
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any steps made to begin digging into bank account permissions.
Sean Moraes commented
who cares about it being beautiful we care about functions too ! simple function!
This is basic functionality that is far more important than "building on beautiful". You need to get the basics right first and foremost!
Robyn Kearney commented
I don't feel the admin response is adequate to the number of user comments regarding this issue. This is a critical issue in our business and on top of this I have other issues to face - such as the downloading of pay slips for the 7+ apprentices we have. "Building on Beautiful" does not help my business.
Dave Humphrys commented
After 10 plus years of asking - this is the best we can hope for! - This is wilfully arrogant .
Support NewChurchTek commented
Xero's response to this issue is woefully inadequate! It seems they're more concerned with superficial design upgrades than actually listening and responding to their users' practical needs. We know our stuff when it comes the User Role Permissions, yet all we get from them are hollow statements like "Building on Beautiful". How about doing a real survey and seeing what your actual customers really need? 'Cos right now, it looks like bigger buttons matter way more than providing meaningful value and functionality - that's deeply disappointing!
Jameka Autry commented
This is really a huge problem. When is it going to be addressed adequately? This is a critical issue that should be a priority for your company. What is the justification for not addressing it? As another user mentioned, adding a ‘hide bank balance’ or even ‘hiding’ within one of the user roles would be a huge help for the entire community.
Julie Latu commented
That really is a shame Xero. You would open up more opportunities for new customers with a simple "hide bank balance" user security setting or access to reports on a menu. We as a business with multiple Xero accounts need to be able to give our admin staff the ability to allocate payments to invoices & reports. But we should not have to give them access to our bank balance, this basically makes Xero unscalable. I find it very hard to understand how this is not a priority in your development roadmap.
Christine Cullum commented
Bank Accounts Confidentiality and Security
Most of the Accountancy Software, Confidentiality within Bank Accounts is high level either, controlled by Admin Levels or individual security passwords on each Account if this is a requirement,
Xero does not have this facility, this is a major security Problem, example if using CSV files to upload Sales and a member of the accounts support team are required to allocate payments from Customers.
Following this process GID's Accountants have created a fictitious bank account to allocate the individual values received as a Bulk payment.
This process although, matches the criteria on payment to sales is a confidential risk as all Bank Accounts can be viewed by any member of the support staff following this process. This includes All Business Current Accounts including Current Accounts not part of this process, Saving/ Holding Accounts Sales Contra Accounts including Credit Card Accounts.
Therefore, could an urgent R&D requirement be setup in keeping with other Accountancy Software, to ensure the Bank Section in Xero is high Level Admin or password controlled.
Trust there is a speedy fix for this problem.
Christine Cullum commented
Bank Accounts Confidentiality and Security.
With the Majority of Accountancy software the Confidentiality within Bank Accounts can be controlled by Admin Levels or individual security passwords
Xero does not have this facility this is a major security problem, if using CSV files to upload Sales and a member of accounts support are required to allocate payments from Customers. Following this process GID's Company Accountants have created a fictitious Bank Account to allocate the values.
Leaving a Confidential risk as all Bank Account can be viewed by any member of staff following the Sales payment match process.
All Bank Accounts includes all Current Savings/Holding Credit Cards Sales Contra etc.
This is an urgent R&D requirement and setup in keeping with other Accountancy Software, to ensure the Bank section are high level Admin controlled.
Hope there is a speedy fix for this problem.
With regards and thanks
C T Cullum
Julie Latu commented
This should be standard for sure. Allocating payments to invoices or coding payments to the GL can be a junior role and we should be able to get our admin staff doing this without having to give them access to our business bank balance!! So because of this, the CFO has to do the reconciling which is a complete waste of her time.
Nicholas Maycock commented
This should be standard. Its madness to not have more control
Brent Reed commented
There needs to be a lot more flexibility in user permissions, particularly for the Standard User role - restricting access to bank balances, chart of accounts, reporting etc should be a minimum standard for setting user permissions. The current options are way too broad with very little room for customising user roles.
Robyn Kearney commented
This is a major issue for our business at the moment. We are about to commence a large multi million dollar project where we have three staff entering PO's. They really need to have reporting available to them, however this function is not available to them due to the permission levels. Instead, on a weekly or by request basis, I will have to produce the reports for them.
Matt Lowe commented
User permissions are very much all-or-nothing, there needs to be much more flexibility with setting these permissions. The alternative is to remove bank accounts from Xero all together to hide balances, which is not a suitable work around.
There needs to be far more (and mutli-level permissions options). Your one-size fits-all is just bad system design. You need to rectify it.
It's absurd how basic the permissions are. Come on Xero.
Sarah Brown commented
This is vital to any company to stop allowing all users to see bank accounts and even the dashboard if their role isn't in finance - GDPR etc
Sarah Dungay commented
This is of utmost importance.
Richard Haigh commented
Cant believe this wasnt thought of from the first inception of xero, im seriously considering moving 5 subscriptions because of the lack of this feature, just want a simple hide bank balances for users while still allowing them to reconcile, a better would also be to allow or deny viewing of bank accounts for specfic users. Eg view current account but not savings account.
Bridgette Garland commented
this is making it has so now i have had to completely delete my bank account of xero so my staff dont see the other account i have been with xero for three years but after this now being a problem i will be going with another privoder.