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.
Tom Peach
shared this idea
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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Nishan Fernando
commented
This is very important for businesses as they can not find trustworthy team members always to work on their business files. They can spread the word about business accounts have high balances which can be used by some other team members to request more perks or salary increments, without knowing funds required to run the business & pay suppliers & future growth of the business.
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Josh Johnstone
commented
when are you going to enable this feature Xero? Us small businesses need our admins to be able to use all features of Xero without seeing all of our personal bank accounts.
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Phil Stephens
commented
Very important
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Carryn Warnock
commented
This would be very useful for our small business as this would allow our office staff to do their job more efficiently without having the burden of knowing what’s in our bank account.
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kamini naidoo
commented
I see this has been a query by a number of people since 2019. I hope Xero looks into this sooner rather than later !