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@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!

Similarly, I do believe restricted access to bank account details is a critical feature and would love to see Xero integrate this

Once a Petty Cash bank account has been created, it would be beneficial if you could create users who are only permitted to upload transactions and view the balance of this account. This means that admin staff who would be in charge of the petty cash on a day-to-day basis, can keep accurate records of transactions in real time, but have no access to the main bank account or any other acounting information.

Similarly to many other businesses, we have credit cards set up as bank accounts with the reconciliations needing to be done by someone with restricted access. The reconciliation process is onerous and time consuming, in particular when you have dozens of cards attached to the feed. Pretty frustrating that Xero doesnt have this capacity in todays climate

We want the credit cards (treated as bank accounts with a bank feed) to be reconciled by someone with restricted access ie not allowed to see other bank accounts, journals, select reports etc. Unfortunately a standard user can see everything

Critical! The way user roles are predefined is overly general and really limits its use. Hope the change comes quickly :)

This really is a priority. Xero is so flexible in so many other ways, this really does need this critical feature please. Custom permissions a must :-).

Absolutely Critical, this is a must have feature.

Permissions and security

A client is looking for greater permissions and security of their data relating to which employees and read and write in their files.

As an example they have 3 employees and 3 bank accounts. Employee 1 needs access to all 3 bank accounts employee is only allowed access to account A and employee is allowed access to account B and account C is the salary account, thus there is confidential information in account C that only the accountant being Employee 1 needs.

Is this possible in Xero?

This is a deal breaker for this client.

I'm glad it's on your radar. Having this feature available will make a really big difference in our business

This is a really important feature for us and surprised that we could not do it. Be great if it could be implemented thanks!

It would be nice to be able to have custom permissions for certain staff members.

It is critical. A client wants to allow a staff to access full sale and purchase function and one bank account (total 5 bank accounts), they could not do it.

Xero have only just added credit limits to their software so I’m not sure they fully understand accounting or what critical means 🤔

When I submitted a case recently I was told that the status for this idea is 'Submitted' which indicates that this feature is 'on our radar, but we have not started working on it yet.'

I was also told to continue keeping an eye on this thread for any future updates on this request, which I think is fairly ironic given that I don't see one single response or update from a Xero staff member on this thread.