Enter your idea

I have contacted my Xero case manager to request it be escalated. I have done a quick look to see how many other tickets have a similar level of support and there are a few but none seem to have the same level of sensitivity, which for us becomes a data protection issue as well.

Guys I am absolutely shocked that this is not possible. If I give certain staff members access to work on one bank account they have access to every account the company has. That's backwards to say the least.

I already have 1 client that has made his intention to move as they are growing and want to pass on tasks to other staff members but cannot do so as they do not want them having access to the bank. They have asked about this feature from they became xero users 5 years ago and is now fed up of waiting.

Perhaps we all need to regularly raise this on our own cases (rather than this forum which doesn't seem to be checked by Xero very often). That way Xero support staff will be having to respond frequently & maybe they'll then realise how important it is!

The fact Xero is keeping quiet shows there is Zero intention of making what would be such a simple change. But we will all stay with them regardless so they win I guess. If there was a mass exodus then their hand would be forced. Oh well.

This feature is critical! I have some team members who need to access certain modules that are only available on the advisor level (e.g. Products & Services to see purchase history of a product), but they should not be able to view confidential information held on the bank account.

Some feedback from Xero on whether this will be implemented would be good.
I would have assumed this was essential for any decent accounts package.

Currently sensitive data is available to people that shouldnt have access to it. Should be sorted ASAP.

This is critical and surprised that Xero ignores it users' request. I would say most of the features Xero added was not practical, nicer report & better design. This is critical. Please act.

Business owners should be able to restrict access to confidential information by staff. This feature is critical.

I cant have everyone dealing with credit card expenses casting their eyes over all the bank transactions as well. Payroll information would soon be public knowledge.

This is important for us to have.

I can't see us moving to using Expenses over other products without this feature.

Really surprised there is not someone from xero responding to this, should be a simple tick box?

Not too sure if Xero had gone so big that they are not listening to their users anymore for critical features. Only to go for overlay design changes that look pretty but are not functional to real users.

I really hope this Product Ideas page is not just a one-sided page, will appreciate someone from Xero responding at least.

Surely this can’t just be an oversight on their part so have to believe there is a much bigger reason why it can’t be implemented. Would be nice if a Xero rep actually responded otherwise no point in having these forums at all.

Hi Ryan and all others
It's not uncommon.
In case you didn't see some of the pre Aug 2022 comments, here's a selection of what you missed - I think (maybe?) that users would like this function ? :) :) :)
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"It seems absurd that it is coming on 10 years since this was suggested with multiple requests for it every month that STILL nothing has been done.
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This is basically a deal breaker for me using your product. This is pretty simply accounting - having all staff being able to see the amounts coming our of an account for wages, bonuses etc it not ok.
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I'm surprised this is not a standard option.
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critical for security
Please!
This is very important for larger businesses with defined staff roles.
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Head office needs access to all accounts. Branches only need access to their branch accounts. Critical feature. Please add!!!
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This is MUST function.... Please work on it as matter of urgency.
Such a simple thing - please add asap!
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Very important for firm restrictions and business operations
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Company role segregation is essential, so is the ability to ensure confidentiality of bank balance information from junior staffs.
I hope Xero can seriously consider expedite this before I decide to switch to other vendors system.
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Segregation of duties is very important in our organisation. Our accounts receivable administrator not only sends invoices to customers, they also follow up outstanding debtors. They need to be able to access the debtors reports to know what is outstanding. But they do not need to access to our bank accounts. A very critical feature
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We have various budget holders that need to see reports but do not need to see the bank account as this contains staffs salary payments
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These are sensitive business contents about my cashflow and should be the business’ right to restrict access.
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This will let us delegate the reconcilation task effectively
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I don't want staff having access to all the bank accounts, especially the main one.
Your urgent attention with this matter would be appreciated.
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Critical feature!
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this needs to be addressed urgently i need staff to invoice and do purchase orders but not see bank account details
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I would have thought it should be quite easy apply a button to each bank account that would allow you to limited users access to that bank accounts."

Why has Xero deleted all the correspondence on everyone voting for this feature prior to August 2022? I was on a previous thread that had thousands of replies from users and accountants wanting this. I recall at least 5 years of requests… still waiting?

I have an employee who attends to accounts payables for her area (pay bills and send remittances). This used to be possible through "approve and pay (sales and purchases)". Some update over the last few months means that now sending remittances is only possible with full access to all bank accounts, which means she can see payroll transactions and information that is outside of her area.

This needs to be added as a tick box, i need to give access to an employee to raise invoices, update products etc but they cannot see the bank due to personal information like salaries