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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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. -
Rupert Stuart-Baker commented
This would be very useful indeed. Different tiers of access should be given with a basic version for reconciling, invoicing etc then moving up to a more finance director user level where everything else is available. There needs to be a difference between a finance/accounts employee and owner/director of the business. Please can this happen soon Xero team? Thank you!
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Vicki Jones commented
User Permissions - Access to reconcile without viewing balances should not be complicated coding, nor expensive to make this happen. This is not an unreasonable request but it is critical to a lot of us out there.
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Robyn Chatterton commented
Please implement, it would be very helpful
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Daniel Hahn commented
I agree with all the other comments. How many votes does Xero need to implement the change? This has been an issue for years.
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Richard Stacey commented
It would be very useful to have bank balances hidden. Another similar feature that we need is to enable a main bank account to junior staff, but hide completely any ancillary account - at the moment with 'see all bank accounts' or 'see nothing', it's either very tied down or too exposed, as new accounts staff start. Would appreciate this being brought to the top of the list for priority.
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MICHAEL MARTIN commented
It would be great to be able to give users an ability to do bank reconcilition without giving them visibility of your bank account balance. Collecting invoices and matching them with bank payments and direct debits is time consuming and can be easily delegated to a member of staff but most small business owners don't want to give staff visibiity of what they have in there bank account. Hiding the overall balance but providng the transaction details through the bank feed or by business owners uploading the bank statements would enable business owners time to work on things that are more important.
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Admin Neotech commented
This function is critical for any business. So, please consider and implement ASAP. thanks.
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Beej Patel commented
When admin staff have access to bank transactions for reconciliation of daily income transactions we should be able hide sensitive transactions such as wages, directors withdrawals.
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Stefan Hewitt commented
I agree with the other comments. This is a massive point for us too as a growing company we are looking to give the ability to reconcile to office admin staff and cannot do that with the current way it is set up!
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Lomond Campers commented
We've just came across this problem as we look to add office staff for bank recon, it seems crazy that anyone doing such tasks would see the companies full finances!
This needs rectified ASAP!
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Steve Ziara commented
Xero has a lot of potential but this is a big obstacle to having an effective tool that truly adds value to my business. Please focus resources on it asap!
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Michelle Riggall commented
Id like to see the view bank accounts as an option to be selected for all user access.
Currently if you select your user as invoice only, user can only create bills but can not access files section to link the actual bill - which is frustrating and does not work when we live in a digital world and keep all our info online.
The only other option is to set them as a standard user and then allows them access to your bank balance.
Various users need to be able to create bills and access files, but 99% no not need to see our bank accounts to achieve this -
Aroha O ' Brien commented
I am also frustrated at the inability to define users to my organisation's needs. This absolutely needs to change ASAP. I am having to reconcile and post transactions myself purely because it's impossible to hide one bank account from a potential user. Ridiculous