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Hi all, I’m as frustrated as everyone else is with xero (zero customer focus). My workaround was to have a holding company sit above my trading co and move money up and back down using loan accounts on the balance sheet keeping cash reserves out of view of staff. It’s a tip, not a fix. As always ask your accountant etc etc.

I agree with Julia

Please can you provide an update as to when we can expect this function as it has been 2 years since your response??

Hi Kelly

It's over 2 years since your last update on this ESSENTIAL REQUIREMENT. Please give us another update & maybe your programmers need a kick up the backside to actually start actioning some of these requests.
Responses from Xero are just pathetic.

Small businesses do not want junior staff to see all the bank accounts and balances. We need staff to be able to carry out a number of tasks but not see the full financial position of a company.

There seems to be no way to 'hide' investment accounts for example from a staff member reconciling an 'at-call-account'.

How hard can it be to hide the account balances - and still allow reconciling?

Really junior level stuff from XERO - very good increasing fees constantly - terrible for small businesses.

Minimum they should implement is a bunch of tick box options on what each staff member can see.

I also agree with Gregory Gallyot's points this is exactly our situation. On top of having to do all the admin tasks ourselves as business owners or give our bank balance to junior staff, we now have to also spend time finding a new accounting system because Xero will not make this change that hundreds have requested. There has also been no response from them since March 2023.

I would be happy if they could see all the transactions, just for the balances to be XXXX.XX out for anyone that I set it to.

Gregory Gallyot's points hit the nail on the head.

I'm gobsmacked that this functionality is not available yet. My business is at a stage where I need to handover administrative tasks, such as reconciling payments. I cannot do this without disclosing the company bank balance. Whilst I value transparency, employees don't always understand business - a healthy bank balance may make employees feel they should be entitled to more, whilst an unhealthy balance may make employees feel insecure.
I am now in a position where I cannot handover my administrative tasks due to this basic functionality and privacy feature being unavailable. I will be looking at alternate providers.

Checking back in on this. Kelly Munro, it's been over 2 years since your last update. Could you kindly provide us with an update on your current status and plans for the future?

Can't believe this is something no one on your team thought about when making this product. It's the most common sense thing to do... Whatever staff member reads this.. do you have access to view the bank account balance of Xero Corporate? I bet you don't and they won't want to share that with you... which is why this feature should have been standard from day one.

I believe this product request should be prioritised. Awaiting this feature also!

I would just like the team to be able to raise invoices and bills but no have access to the dash board only the standard or advisors should see this.

Awaiting this feature!

Come on Xero, this is incredibly important. We can't hand over these roles if they can see the bank balances. It doesn't matter what a business has in place for confidentiality - it can't be enforced, even if the owners know about breeches.

It would be super helpful if users can be restricted from seeing balances on certain bank accounts in the dashboard. It seems as though you can hide accounts on Android/iphone but not on the web portal.
It should be possible to restrict permissions for Junior users so they can only see some (or none) bank account balances.

It is crazy that this is yet to be implicated. I'm amazed that a platform like Xero does not have a user permission that allows people to carry out administration tasks without having complete company overview.

Like many of the below comments, the delay and disregard of completing what seems a simple yet vital update will result in our companies having to look at alternate options.

Has the status of this missing basic capability been addressed by Xero recently? I am trying to decide on a new accounting system for multiple companies that I own and this is a major concern to me. Is this response indicative of how Xero treats its users? Is Xero really that arrogant and user hostile?

If so, its a shame because Xero met many of my needs but this kind of response tells me that if my requirements ever change, it isn't likely that Xero will be willing to support those new ones.

Great thanks - I will give Infusion Accounting a try.

Try Infusion Accounting Software however I do not know how their permissions are BUT unlike Xero they are very approachable on improvements!