Enter your idea

Still nothing on this? I encourage everyone desperate to have limited staff access to accounts and information to continue to comment. The point is to be able, for example, to allow clerical staff to 'reconcile petty cash account', without seeing all their colleagues pay or all the company's bank account balances.

What an embarrassment for a large accounting software to have this 'all or nothing' setting. It is as though we all use just one senior accountant or one trusted staff member for every task.
For small business the consequence is either do it yourself, or divulge all the confidential information to anyone (and everyone) with access to a bank account on xero.

Why on earth has this not been implemented yet - It's OCTOBER 2025! This is one of the most fundamentally critical security features required in accounting software. @Kelly @Xero Please Respond! Your ignorance of all these comments is highly unprofessional.

One of the many valuable and overdue improvement to Xero.
Being able to schedule reports to be emailed automatically would also move Xero to the 21st century.

Ability to restrict account access when you have more than one to different users. We are a small business and have one employee that helps us with some basic accounting needs such as allocating payments, creating invoicing and quotes BUT this is only required to do this in one out of the 4 bank accounts within our Xero account. For many small businesses that have serveral accounts i.e. tax account or savings account etc you need to be able to restrict what users can view or have access to these. At the moment its either access to all accounts or nothing.

I want staff to work on the client account but not to see how much everyone is paid in the current account. Just seems a basic requirement.

Maybe Xero wants you to set up another Xero account for the bank account you want to be separate, but they won't say that. That is a solution that costs money, but may be worth it to some.

Agree with the need for this "upgrade". Should be a basic feature, for the reasons mentioned before. I cannot delegate any of the reconciling tasks to an employee without giving away the farm. I can't comprehend how Xero doesn't understand the need for this essential feature.

As Tony Sinclair mentions, giving basic positions who carry out minor bank reconciliations access to all confidential data is huge 'no can do' for small businesses. It gives full exposure of the companies finances, exposes everyones salary, pay rates and bonuses, shows Directors pension payments, through to dividends.

How XERO can not correct this is mind boggling and shows how little understanding they have of small businesses.

Hopefully people keep commenting on this point until action is taken.

The result is that as a business owner, operating three companies, I have to do most of the bank reconciliations or risk having staff being exposed to confidential information.

Shame on you XERO for lack of understanding and action.

In order to maintain privacy around payroll with a small accounts team it is vital that we can isolate the Payroll Bank Account to one user only so that visibility on this is not for everyone. Very surprised that Xero wouldn't already have this function.

I add my name to this request

Sadly, it is all silence from Xero on this much-requested feature.

Such a basic feature imho - why does it continue to be ignored??

Is there any update on this? Clearly it's a critical feature required for many organisations, and important for clients who get audited

This UI looking great, We are running a growing companies, Alot of managers are working with the team, But current USER ROLES doesn't satisfy our requirements.

We don't want any operations & Marketing team to see the Bank Account & statements, It is solely under the control of Accounts Department.

Hope for wonderful migration.

Users - have the ability for a user to access and process sales AND purchasing without access to bank account feed.

Hi Team,

How much time will take to consider this feature to deliver.
This is sitting since 2013

Good day

Xero please advise if this is something that is going to be addressed in the near future? The CEO wants us to move to away from Xero as access to bank accounts and other confidential info is not restricted.

Kind regards

Linda

We are gaining more staff and currently everyone can see how much each other gets paid, and when and how much any bonuses are received. Its crazy that you restrict the payroll settings but allow the admin who are reconciling transactions as part of their role to see this sensitive information.

Came here looking for the ability to limit a staff member to only credit card accounts, not bank accounts.

We have a user who helps with invoicing and monitoring credit cards, but does not need access to bank accounts.

This is holding back clients from switching to Xero. They want to limit some admin staff to accessing and reconciling only the credit cards and restrict access to the main bank account.