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Good day

Xero please advise if this is something that is going to be addressed in the near future? The CEO wants us to move to away from Xero as access to bank accounts and other confidential info is not restricted.

Kind regards

Linda

We are gaining more staff and currently everyone can see how much each other gets paid, and when and how much any bonuses are received. Its crazy that you restrict the payroll settings but allow the admin who are reconciling transactions as part of their role to see this sensitive information.

Came here looking for the ability to limit a staff member to only credit card accounts, not bank accounts.

We have a user who helps with invoicing and monitoring credit cards, but does not need access to bank accounts.

This is holding back clients from switching to Xero. They want to limit some admin staff to accessing and reconciling only the credit cards and restrict access to the main bank account.

Is this on the cards at all? We really need a practice manager, but I only want her to see one bank account, particularly to send invoices and allocate payments. Is this possible?

Need to limit user access to bank. User can see credit cards and reconcile but cant see current and deposit accounts.

also be good to limit nominal codes users see

I need a user to be able to see payments from customers (and preferably to suppliers) but not have access to the (seperate) account that deals with payroll. This is clearly a very popular wish.
The User roles permissions choices are extremely limiting.

User rights; is there a way a user can have access to banking and invoicing but NOT to settings

It is astounding Xero has not implemented this as a standard feature. Xero's all-or-nothing approach to user access for bank accounts prevents business owners from utilising administrative staff to reconcile transactions unless they reveal every financial aspect of their business. What a crazy scenario! It is time Xero escalate this request to their development team for implementation.

Still amazed that this has not received any attention from Xero to take action. Letting staff see sensitive company information must be best practice for Xero.

It is insane this isn't already available. I have staff who I want to process client payments so they need to be able to see the client facing incoming EFT account , however, I don't want them seeing expenses / outgoing wages / retained earnings.

This would be an amazing addition for my business. I have admin staff who I don't want to give access to all areas, but would be happy to give them access to hubdoc and our STRIPE feed so they can reconcile client payments only without looking at our other bank accounts

This would be a great feature to have. Not all administration staff do not always need to see everything that, for one is none of their business and the other that mistakes cannot be made by allocated a payment to the incorrect bank account. Please figure this out.

Being able to choose access just to one bank account and be able to drill down to just certain areas such as invoice approval would be very helpful.

This would be so great.

I need to choose which bank account can be accessed but having accounts received and account paid to be an option as well would make everything SO much more manageable.

Currently having to retain these tasks as they cannot be delegated due to sensitive company information which cannot be hidden is very frustrating.

This is still a crucial aspect my company would love to see added. Restrict users to view particular bank accounts and only be able to reconcile the accessible bank accounts transactions.
If there is a transfer between bank accounts, then they can only reconcile the side that they can see. I am sure it could be more complicated than that, but that would be the fundamental starting point for us!

Any updates on this by any chance?

It there any way that this can be escalated to the Xero Product Team so that they can find a way to implement a level of granular control over individual bank account access for users?

Been a Xero user since 2012/13. Have wanted to have roles for over 10 yrs so staff can do basic reports, or transactions, without having full access to all business bank account data (this is crazy). For over 10 yrs, Xero says "we'll look into it" but no real action or response. There are multiple product 'idea' requests here all about the same thing - we don't want ALL STAFF to access bank account details. Last time Xero said "we're only geared to sole proprietors" - not exactly an encouraging response since they brand themselves as the solutions for small business. Any updates on this Xero??

This is ridiculous that this isn't a feature yet. A simple check box for allowing which bank account a certain user has access to would be great. Also would be great to be able to limit a user to reconcile AR and not AP within a certain bank account. Seems a no brainer for any small business that has someone else doing some admin work.