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.
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Jacquelyn Marshall commented
Hi Kelly,
I agree with all comments that have gone before on this thread. Can you please provide an update on the progress made in relation to these requested functions?
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Nathan Tichy commented
I agree with previous comments and it's not just this string, there are several other strings related to user access levels, none of which have been addressed either, ie Sales staff for invoicing, to obtain sales reports need access to the bank accounts? Really? This issue creates problems with delegating tasks and limits growth of the business as owners and managers are time restricted by being required to complete data entry and reconciliation and provide reports even if sales and admin staff are available, or as mentioned below it requires outsourcing to a bookkeeper in which you need to pay their margin on wages also forcing up costs.
This would appear to be a very large oversight by Xero and would make the software appear to be really designed for sole traders or very small companies not for larger enterprises as the software is pitched to and pricing would indicate.
Making it prettier (really no difference) doesn't make it any better to use of improve it's functionality to evolve and grow with the business.
This should be a priority.
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Luke McDade commented
Our business has been following this for a few years now. Again, we really need this feature. We see no reason why a user cannot reconcile a transaction while requiring to see a bank account balance.
As others have noted our concern is employees see how well the company is doing without the full picture of taxes and other expenses.
We note the price creep in the subscription cost but not the features to justify it.
Xero, listen to your customers! They're getting noisy!
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Chris Curlett commented
Michael - I do so agree with your comments and sentiments.
This is a very basic issue and should have been incorporated from the outset - the whole permissions structure is frankly lacking any depth. It seems to almost have been designed to require a third party (Accountant) to do some work and charge fees - perhaps this is why they like it so much!
XERO's whole approach seems to be to talk down to users and ensure their suggestions are NOT implemented. When there is something with so many supporters and is ignored in such a condescending way insulting.
COME ON XERO LISTEN AND IMPLEMENT USERS' SUGGESTIONS. After all we can always move!
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Michael Hutchens commented
I'm sorry Kelly but your response to this feature request - which has received over 250 votes - is hard to read without feeling patronised.
None of us care about 'building on beautiful', we just want the platform to include features that add value, and this is an example of an obvious feature which is extremely valuable and should have always been in the platform had Xero's product managers thought about the user experience properly.
For perspective, not having this feature means that business owners are unable to have their internal staff perform time consuming reconciliations without them having access to financial data that they should not and do no need to access.
So business owners are instead forced to either do it themselves, instead of running their business, or outsource it to expensive bookkeepers, even if they have admin staff with the capacity to do it internally.
Your reply of 'no and perhaps never, don't hold your breath', is very hard to read without feeling offended, and the angry comments below are a testament to this.
Big picture, it feels like many of the best Xero people have taken their money and left the company, while us users are stuck recommending obvious feature improvements (or I would argue 'fixes') and being told not to hold our breath.
I really hope this dynamic turns, but I won't hold my breath.
;-(
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RV Fix commented
this needs to happen ASAP
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Phil Whitehorne commented
It is vital than I can hide certain bank accounts from certain users view. Also the balances. A pretty basic option really.
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J Prescott commented
It seems that Xero has its priorities wrong. Users are clear that this is a priority. Prettying up the interface isn’t
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Brendan Watt commented
xero arent going to listen until new subscriptions slow down.. post these issues on their ads that pop on facebook or instagram so new users see the massive downfalls...
#User Role - Restrict access to specific Settings -
J Prescott commented
Why don’t Xero justify their lack of action on this? Is it difficult to program?? Are they short of staff? Don’t they care about their customers? Xero, what is the problem?
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David Reeves-James commented
I have been asking Xero for the 'stop' feature since 2017 - I wouldn't hold your breath.
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Joanne Boardman commented
This has been raised under several different ideas in different areas with the same basic premise that user access can be personalised or be more differntiated than it currently is so the votes on this are well under recorded.
The only alternative seems to be different software as this has been requested for quite some time with nothing done by Xero about it. -
David Benady commented
This is a minimum requirement, please
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Elliott Woolf commented
This is a no brainer.
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Sean Moraes commented
focus on what matters this matters! get it done. beautiful is good but I think the system is good enough. Work on functionality !
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Jenna Cook commented
PLEASE PLEASE HAVE THIS IMPLEMENTED ASAP!
Our administrator should be able to reconcile bank transactions without seeing the overall bank balance!
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Peter Morrissey commented
of course, admin staff is trusted to raise invoices quotes, and chase money, I don't think ever in my life has that coincided with the same employees seeing how much money is in the bank accounts. We are giving the same visibility as the accountant excluding payroll, it just is not right. So now the employees see the bank accounts and next they ask for payrises because they do not see the full picture just the money in the bank. Cant believe this is not considered important. So now I discover they can also see the wages of all the staff......is anybody else not happy with this
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Rupert Stuart-Baker commented
For me its about having a separation of user levels, one should be for financial administration so invoice raising, reconciling and general accounts function, which is completely different from full access to all the profit and loss, balance sheet and complete financial performance of the company available to company owners/directors. I don't mind about bank account amounts access because that is useful in the role to make sure the amounts are correct but I do take issue with the performance of the company including profit and loss being accessible. I recently did a pay review and for my accounts administrator and because she knew the company was doing well actually quoted that to me for an additional pay rise. I was going to give her one anyway but because of this issue it put me on the backfoot which is poor. Please sort this Xero asap? Thank you.
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Lewis Harvey commented
This is the single biggest issue for us as a small business. I want to give our admin staff the ability to reconcile without seeing the balances of the business or permission them for certain accounts if it’s easier but something has to be implemented soon or people will move (us included) to another platform.
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Dave Perham commented
Come on guys.
Get with the times. I'm sure this would not be difficult.
Need to give us value for our money.