Enter your idea

I find it very strange this is not a function already in place within Xero. To select what members of staff are able to see bank accounts/balances should be controlled by the administrator/company as a function. This should be look upon as a high priority with Xero.

Hi, I also require restricted access for training levels and wold welcome any ideas.

TIA

We have defined staff roles in the accounts dept - only certain staff have access to the bank but on Xero they have to be standard users to be able to see reports ie sales ledger, purchase ledger. These reports should be linked to the invoice access and purchase invoice only access as a tickable option.

Access to bank needs to be a tickable option on standard user or create a new user function that has all other accesses except bank.

More detailed user permission roles would be ideal. Such as options to limit access to specified bank accounts.

I feel like this is crucial within the business to be able to select what type of bank access users have

Xero is proving to not be a great choice for accounting software if you want any kind of control or limit on access for your team besides AR/AP entry.

Please can Xero action this idea. We need it now and we are clearly not alone with this requirement.

Just adding another voice - nothing to add to the endless stream of comments below.

I hope to have a user feature in Xero wherein the user role only has access to reports and not the bank accounts.

Agree - this is basic and critical stuff. Some employees need to do stuff in Xero such as payments and viewing supplier accounts but there are certain bank accounts that they should not be allowed to see. e.g. a bank account that shows other employee's payroll payments.

No workaround yet, maybe once we get to 10 years this will happen.

Remember the more posts here the more attention this issue gets.

Does anyone have any kind of work around to this problem at the moment?

We have a saving account which has no function other than to build a balance - a person generating invoices or putting bills on should not be able to see what is in this account but currently the only way I think to do this is to set up two separate users for the same person one for bills and one for invoices

YE still supporting this idea of limiting access to a specific Bank accoutn especially form segment reporting

This should be priority on any accounting system.

This is a basic requirement for all businesses. Employees in an administrative role should not have full unrestricted access to all bank accounts.

Any Administrator has to be able to have this function please! I can't think why you would let your junior staff have access to your bank accounts however administrators are needed to enter basic data.

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.

We should be able to control what bank accounts users are able to view and reconcile transactions on.

please have User Role option - Restrict access to individual bank accounts

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.