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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.

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Tom Peach shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

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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  • Richard Haigh commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    Extremely surprised this hasn't been implemented yet. Another vote for this.

  • Laura Low commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    This is of utmost importance! The balance can give employees the wrong idea of how the business is actually doing!

  • William Hartley commented  ·   ·  Report

    Rather normal I want staff not to see the financial status of the company.

  • Sophia Humphreys commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    This is literally now becoming a deal breaker, seen plenty of users with similar views - can't believe Xero hasn't addressed this.

  • Nishan Fernando commented  ·   ·  Report

    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.

  • Josh Johnstone commented  ·   ·  Report

    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.

  • Carryn Warnock commented  ·   ·  Report

    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.

  • kamini naidoo commented  ·   ·  Report

    I see this has been a query by a number of people since 2019. I hope Xero looks into this sooner rather than later !

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