Enter your idea

I need this implemented urgently, I need users to have access to our credit card accounts but not the current bank account, it would breach GDPR to give them access

This should be a basic requirement so business's comply with data protection and confidentiality

Xero needs to understand how accounts work in business and help us adapt to our workplace, not the other way round

I have recently added to Xero a client who wants to restrict access to some of the bank accounts for few user. It is very critical for the client. Could Xero create a new User role to meet such requests from the clients.

I think your teams resource should be focused on Building on Useful work instead

this is vital, there is no way standard users should have access to all bank accounts and financial information, or even any of that confidential information.

get on with it Xero, this is essential

I agree wholeheartedly with Carol. When I am asked my opinion on Xero I advise it's great for a one or two man business, but unfortunately struggles to grow with a business - due to the inflexibility of user level access. When our business changed over 7 years ago, we were much smaller and this inflexibility was not a problem, but now it means I am unable to delegate aspects of my work without allowing access to sensitive information.

No business should be in the position that every member of staff has access to its confidential financial position! Come on XERO Please hurry up and get on with such a basic requirement.......

The limited amount of user access levels you provide leaves you way behind SAGE, where, as I'm sure you are aware, admin can tailor make the access every user has.

By ignoring the amount of requests that have already been made by Xero users you are simply causing more work for them, they need to get on with more complex tasks in running a business, however, until you do something about this they are also having to do basic tasks that should delegated to other staff members eg why does a user that is dealing with purchase orders and inventory items need access to the bank???

It was a big decision for me to move from SAGE to XERO and for all the plus points I can honestly say had I known how limited this area was, I would not have moved until it was sorted.

I'm often asked how I'm finding Xero, and as recommendations go I can only tell other businesses about this hugely negative point until it's sorted.

How many 'votes' does it take for you to support your users and prioritise a vital function over spending time making it look 'beautiful'???

I look forward to hearing from you.

It's pretty obvious that Xero's interest in sorting this ongoing critical issue and their care factor in general is absolutely ZERO !!!
PATHETIC !!!!

Each user definitely needs more specific access rights, for example, an invoice only user cannot currently add new tracking options when raising sales invoices which is frustrating. Instead, they have to be a standard user to have full access to tracking, where they will then be able to view the bank account and its transactions, which our client is wanting to avoid. So there is no way around this currently

My client pays staff from a seperate account and would like to keep that account nonaccessible on Xero by the administrative staff whilst allowing them to reconcile the other bank accounts.

Vital feature to be integrated into Xero.

I agree, we have new look reports forced upon us which are not as useful or quick as the old reports. There's nothing wrong with the old reports anyway. Instead I continue to work Xero that administration staff could be doing.

Basically Xero are currently spending a lot of time working on the 'look' of the software rather than the functionality. I'm very disappointed that after hiring an accounts admin I can't ask her to post journals otherwise she will have access to a lot of sensitive information. Doing month end accounting journals are part of a low level accountancy role. To have access to a whole host of information just to post a journal seems crazy to me. Yet again another work around needs to be done. She will just have to fill in a template for me to upload. Until xero work on this...

i totally support this concept, i have a number of clients that want this feature and from an audit view it is a great management tool that adds assurance to the internal controls.
Please add your voice to this request so Xero will prioritise it

Adapt or die. Xero needs to catch up.

@Ethan M as you pointed out there are several user access ideas on this site and many of them have been here for a long period of time. Xero doesn't appear to be interested in addressing this issue whatsoever as most of them have basically the same response you've provided here.

For me, it's absolutely amazing the software was ever designed without any basic user access control as literally, every other accounting software provides. Being with a franchise system that will bring hundreds of locations onto the platform, I can confidently say this won't be acceptable and will only be a matter of time before the system decides to move on.

Given the hundreds of related "ideas" posted and likely thousands of "votes" in favor of them, Xero better start listening to their customers or they will become former customers.

@Jamie Foale QuickBooks allows very granular permissions - you can decide exactly what your roles are and what each role can see. Despite the pain of changing again I'm preparing our business to go back to QuickBooks. Unfortunately Xero is not positioning itself to grow as its clients grow,and we've outgrown it.

Does anyone know of alternative softwares that have this functionality?

Hi

Such a shame that Xero is so flexible and beautiful to use yet Xero does not consider it pertinent or critical that access levels are addressed. This is a serious hindrance; no large business would put up with it, some small to medium sized businesses can't either.

What's the point of having Xero which is meant to make life easier, when because of the blanket way Xero allows users to have access / inability to customise what parts of an organisation's financial information and bank accounts users have access to, it actually causes hours and hours of painful workload being loaded onto some one person because the other individuals should not have access to certain information but we can't make that work in Xero due to current settings.

Appreciate Xero believes focusing on their 'Building on beautiful' work is important but think Xero is missing the point that with the current way security and access settings work it is causing Xero to not be so beautiful for a big load of its customers.

Sadly if this is not addressed urgently, we will be moving ourselves and all other clients away from Xero to another provider which understands the supremacy of security and access settings and the ability for an organisation to determine which of its users get to see/edit which parts of its information.

If it's not under consideration I will be reconsidering my relationship with Xero.

Bank Account Restrictions are a must have for any business. A user should be able to access one or two accounts without automatically gaining access to all accounts for the business. This is especially true for a business with multiple locations or a parent company with many businesses under its umbrella but it's just as true for a small business that believes in internal controls and processes.

I don't understand how folks run a business without restricting access to bank accounts. Do you have a plate glass window without curtains on the streetside wall in your master bath too? Leave something to the imagination people!