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.
-
Vicki Kenny
commented
definitely need this - I'd like a VA to help code one bank opex account only without having full access
-
Michael Doo
commented
Disappointing to see 10 yrs down the track that this issue is still around with no fix in sight. Xero business owners are constantly having to make a decision on protecting sensitive data from staff verses administrative functionality which shouldn't be the case if Xero user rights were more refined.
Come on Xero how about addressing it.
-
Noel McKenney
commented
Separate access to bank accounts has been requested for around 10 years.
If Xero has been working on "Building on beautiful" work for 10 years is should be absolutely beautiful by now !!!
Xero isn't called "Xero" for no reason - it's because they've got zero interest in listening to their users.
The obvious solution is to vote with your feet (or fingers) and change to a software provider that allows user control of user access to different tasks and to a supplier who cares. -
Joanne Boardman
commented
This has been raised under several different ideas in different areas with the same basic premise that user access can be personalised or be more differntiated than it currently is so the votes on this are well under recorded.
The only alternative seems to be different software as this has been requested for quite some time with nothing done by Xero about it. -
Rebecca Rotheram
commented
I'm looking at Sage Line 50 at the minute which seems like the logical step up from XERO it is more expensive you get what you pay for I guess but going to trial it next week.
-
Maria McAdam
commented
@Ethan depends on the size of your business, but this is a good start: https://arielle.com.au/best-accounting-software-for-small-business/
My personal preference is QuickBooks but it's expensive
-
Ethan Rosch
commented
If you have another option - please let me know. I've been looking for another solution to XERO for a while now. It is expensive, clunky and feels outdated.
-
Steven Parker
commented
Shame… this customer needs to go somewhere else then
-
Natalie Broadbent
commented
This is a big problem and I am sure most companies have admin staff who input but don't need to see how is in the bank - it is restricting use of Xero which is a shame because it is generally a good system. Also you cant give one employee invoice only with purchases and sales it is one or the other ? These issues need to be addressed asap Thanking you.
-
Deryn Peters
commented
More detailed access rights on individual profiles is needed as not everyone in an organisation needs full access and should not have access to confidential information. Bank accounts is just one area, Payroll is another.
-
Karleen Hennessey
commented
It seems crazy that such a simple function that many businesses would need, like granting access to selected accounts for "coding only" is not possible. It would be good to see an update on this by xero. It means their basic user function isn't going to work for many business owners who need other people to code for them without being able to see account in/out balances. Pretty disappointed as being able to select/deactivate the dashboard preferences would solve this issue for the "standard user" at an admin level.
-
Gavin Sinclair
commented
Xero, If you have built something with flaws in it, they must be fixed! This ia a massive flaw.
-
Tim Allen
commented
Kerrin's comment is well made. The Xero response provides no commitment or time line for this request to be applied, which is disappointing. There's a golden rule in business: listen to your customers.
-
Tania McGregor
commented
Basic Users who can issue invoices have access to all available options in the 'Paid To' field when receipting invoices.
It would be great to be able to set what 'Pay To' options are permitted for each User Group.
-
Kerrin Brown
commented
So by looking at the requests this has been raised back in May 2022 and still nothing has been done. I like many others want to see "beautiful" exchanged for "useful" and "meeting customer needs" so would really appreciate this being bumped up to a priority please
-
David Notman
commented
Bank account access on an account by account basis is extremely important to us. We are happy for our admin assistant to see credit card accounts but not our main current account as it contain salary and dividend payment details. Please give the topic a high priority. Thank you.
-
Shawn Schweier
commented
How is it Xero can raise prices by more than 200% over the last 3 years, but can't make adequate permissions profiles/checklists? Forget your beautiful work, we need solutions for accounting departments and companies. With as many people who have voted, clearly this is something needed. How hard can it be to code this in?
-
Ondina Nieto
commented
The issue at hand is of paramount importance to our small-scale enterprise, compelling me to explore alternative accounting systems. This is an indispensable requirement for our business operations.
I find myself in agreement with the majority of the previous respondents, expressing incredulity at the fact that this has not been executed despite a decade of persistent requests.
-
Jan Hempsall
commented
As a charity with many bank accounts for different areas of the charity, this would be really helpful to allow volunteers to help with specific tasks. At the moment we're unable to provide this access due to the amount of sensitive data held on Xero.
-
Noel McKenney
commented
To Ethan M (Admin Xero)
Ian F's comments were spot on - this issue has been going for around 10 years and continued to be ignored and should be a simple thing for any programmer worth his or her salt to fix.
I'm convinced Xero's name is based on having Zero regard to users requests and this is the utmost evidence of that.
Your attitude and regard for not caring what your user's want is really PATHETIC.
Furthermore, removing the history so it doesn't show how many users have "voted" for this matter to be fixed over the last 10 years is absolutely deceitful (maybe you should join the Board of Qantas !!)