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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KERRY BRADY
commented
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 :-).
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Accounts Accounts
commented
Absolutely Critical, this is a must have feature.
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Gavin Hapgood-Strickland
commented
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.
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Jacqueline Horder
commented
I'm glad it's on your radar. Having this feature available will make a really big difference in our business
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Simon Longdill
commented
This is a really important feature for us and surprised that we could not do it. Be great if it could be implemented thanks!
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Zanté du Randt
commented
It would be nice to be able to have custom permissions for certain staff members.
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Henry Niu
commented
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.
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Karen Browne
commented
Xero have only just added credit limits to their software so I’m not sure they fully understand accounting or what critical means 🤔
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Rhys Saunders
commented
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.
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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!