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.
-
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.
-
Gina Chapman commented
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.
-
Gina Chapman commented
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.
-
Paul Sculthorpe commented
Extremely surprised this hasn't been implemented yet. Another vote for this.
-
Laura Low commented
Very important to have the balances removed. Our small business needs to expand but we can't have the employees speculating on the balances they we be able to see!
-
Support NewChurchTek commented
I need my staff to be able to reconcile but not see the bank balance. For staff members, if everything reconciles - then instead of displaying the bank balance - just display the word "Reconciled" . If it's not reconciled - then instead of showing the Balance in Xero and Statement balance - just show the difference. Having the difference may actually make it easier for staff to figure out why it's not balancing. For example, a staff member may have forgotten to enter bill and showing the actual difference instead of the two balances, then they might remember which bill they didn't enter .
This is becoming a deal breaker, I don't want my staff knowing the financial state of the company.
-
Melanie Birch commented
User permissions are currently "pick the role that's closest to what you want" and either live with the fact it's too much or workaround the fact that it's too little.
Just give us a picklist!
The gripe that sent me here is that there is no view for "invoice only" users that shows all quotes & invoices for a contact in one place. (Even though they can access this info via the Business menu). "Standard" users can see this info on the contact page.
-
Pania Laffey commented
This is of utmost importance! The balance can give employees the wrong idea of how the business is actually doing!
-
William Hartley commented
Rather normal I want staff not to see the financial status of the company.
-
Sophia Humphreys commented
This one is critical for our business. We need staff To be able to do reconciliations and coding to projects or tracking without seeing the company overheads or bank balance.
I’ve seen a lot of people asking for this. There needs to be more user permissions -
Lisa von Sturmer commented
This is fundamental! Why is xero all or nothing when it comes to accessing financials?? Huge limitation and needs to be addressed. Seems a small fix that would have a very beneficial impact on users.
-
Hussain Al Hilli commented
This is literally now becoming a deal breaker, seen plenty of users with similar views - can't believe Xero hasn't addressed this.
-
Admin Neotech commented
Any update on this please?