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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.

Restricting users access rights, don’t want all users to access bank accounts, this is a must feature.

This is MUST function.... Please work on it as matter of urgency.

Would assist me in reconciling as I could give one of my office staff the task of reconciling our credit card without seeing all of our bank accounts and balances

Head office needs access to all accounts. Branches only need access to their branch accounts. Critical feature. Please add!!!

This would allow credit card holders to see all transactions relating to their own credit card. It would reduce inquiries to the accounts team and aid accurate reconciliation of credit cards.

Would be very helpful to have this function!

Please add this feature as soon as possible.

large company, multiple business units - we want some users to only see some accounts