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Not all employees need the access to Income accounts as these data are confidential. But at the same time business need to give an employee to another bank account where all the expenses goes using a credit card and they need to reconcile the account.

Therefore this feature is really important to keep the privacy.

Please can you add this functionality. We are a small business so the reality is that sharing data that should be confidential is a big problem given we sit together. But I would assume this would be an issue in any organisation - and the bank information is often the most confidential data of all. Thanks

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.

I want the user to see spend money and received money via the the contract card but I want to stop them see the bank statement or ledger balances etc.

I want a user to be able to upload the receipts and invoices against the transaction but I don't want them to be able to see the wages paid, directors remunerations/ Directors drawings or dividends paid

Very Import, especially for small businesses, we all sitting in one office and the data is just to confidential for all to see.
Please create this function.
Thanks

Have the ability to stop staff from seeing the banking dashboard as a stand alone option. Some staff need high access to be able to do certain tasks but they dont necessarily need to see the banking dashboard or the managers dont wish them to see this information on how much is actually in the bank.

This is a major issue. I have new staff who need to work within xero but currently will be able to see the company bank. Not great.

this needs to be addressed urgently i need staff to invoice and do purchase orders but not see bank account details

Really need to restrict users' access to individual bank accounts as well as certain GL accounts like Net Salaries control account (where we recon salary journal and amounts paid from the bank). Critical feature!

To have the ability to prevent the Standard User role from seeing bank accounts and balances.
It would be great if we could just unclick any of the bank options but still have the other access

Hi I would like to train staff to reconcile and prepare reports from specific bank accounts, whether it be one bank or a couple of bank accounts.

Can this please be a function that Xero can setup?

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.
Regards

I'll be on leave and need to train an employee to reconcile our main operating bank account in my absence, but not see the remaining financial picture of the business.

I'm surprised this is not a standard option. I want a staff member to access one bank account which direct debit customers pay to so she can reconcile payments and move orders to processing. I dont want this person to see our main bank account, credit cards, supplier details etc etc. Why isn't this a standard feature?! I cant believe I have to give them access to virtually see everything or nothing.

We have 5 business accounts for managing our income efficiently. Only one of them is to do with operational expenses - that's the one needs to be reconciled on regular basis. We would like to have a function to be able to give access to this account only. This will let us delegate the reconcilation task effectively.

I need this feature to be available because as I hire the online freelance accounts and admin assistant to upload the invoice documents, I do not wish they view my business accounts and history as it would deem inappropriate. These are sensitive business contents about my cashflow and should be the business’ right to restrict access.

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

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.

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.

Such a simple thing - please add asap!

Very important for firm restrictions and business operations

This is hugely important as we are a family business and therefore want to keep our savings and high interest bank accounts private from other staff. I only require staff to have access to our main working - current account. I am able to enable this feature in my online banking account so it seems odd that xero does not also provide this facility.