User Role - Restrict access to individual bank accounts
To have the ability limit some users to access some bank accounts within Xero org.
Purpose: To limit some staff to not be able to see the information about the client’s bank balance.
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for your involvement in Product Ideas and support in this idea.
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Jake Edwards
commented
Has Xero ever commented if there any plans/timeframes on implementing this or provided details as to why it has not been?
All seems a bit of a pointless exercise to vote and comment with zero feedback from Xero (pun intended)
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Ann L M Chan
commented
Thank you Ian for placing an effort to get everyone involve and hopefully get to someone in Xero who would put this in action! We have to put projects on hold because we simply can't have staff have access to all the bank accounts.
Vote to help bring this to Xero's attention, thank you everyone!!
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Ian Forsyth
commented
If I could vote 1000 times I would. I have brought this up with my partner manager on numerous occasions but still nothing - it is a critical issue and and would seem such a simple fix so please vote even if this would be merely useful to you. 159 votes I believe is way short of how many find this critical.
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Ann L M Chan
commented
This tool is critical and may I ask that everyone submit your vote so the Xero team would treat this seriously. 159 voted doesn't justify the important in this. Xero team is not helpful but let's get our vote up to make them understand how important this tool is to their clients. Thank you!
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Sarifa Patel
commented
I have a staff member that needs to enter all the invoices on but I cannot give access as bank accounts are visible with payments to other staff etc. This is something that really needs attention.
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Duane Povey
commented
I have clients that don't want their salary bank and transaction available to all their staff, so this is critical!
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Sarifa Patel
commented
This is critical for us and seems like a such a simple thing to implement. Not having this feature is limiting us to delegating work within our organisation and hence creating more work for those already under pressure. Surely this should be a standard feature.
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Noor Ahmed
commented
It's very critical for clients, as they want to limit their staff in accessing the bank account of their company.
It is causing issues to our client in getting work done by their staff.
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Tina Edwards
commented
Give access to files to process bills but without having full access / bank account exposure
The invoice only option shows files available but this is only on a transaction not from the files area.
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Karen Browne
commented
Yes, this is essential. Please add this feature asap.
Thanks -
Chi Tai Nguyen
commented
Is there any update on this? Is this being worked on?
It seems like such a simple feature to implement - makes no sense as to why this feature isn't available yet!
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Elise Payne
commented
It would be useful to allow access to bank accounts per user so that they can add their own credit card payments and not see other accounts or post payments to the wrong account
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Neisa Reid
commented
I don't understand the "submitted Mar2022" when you can see it has been a topic of discussion with Xero from Nov2013!!
Come on guys its now coming to 10 years!!
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Andy Mayo
commented
This is critical for me - please implement!
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Noel McKenney
commented
It's pretty basic and extremely deficient of Xero to have ignored this request for more than 5 year.
Care factor by Xero is Zero !!! -
Lerato Pooe
commented
Business owners should be able to restrict access to confidential information by staff. This feature is critical.
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Jason Bianchi
commented
I have had a reply from Xero, pretty generic but the more of us that vote and raise it it will get some traction.
Thanks for getting in touch with your query.
As you’ve found, right now it’s not possible to stipulate certain users only have access to certain bank accounts within the organisation and giving a user permission to view bank accounts will give them access to all bank accounts in the Xero organisation.
This is a request that has been raised with us and I've found the thread you've mentioned in our Xero Product Ideas.
We do receive large volumes of wide ranging requests from our customers, which are all regularly reviewed, analysed and prioritised by our product team. I encourage you to vote and leave feedback on the product idea as comments are read by the appropriate team here at Xero.
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Mark Hirschel
commented
Perfectly said Michael. Have raised with xero support.
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Joanne Boardman
commented
Good idea, I have raised a support ticket.
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Jamie Foale
commented
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.