Enter your idea

Ethan M,
I have many clients who I have brought accross from MYOB to Xero and this is such a basic change that your saying you cant spare the resources is frankly laughable. This change could be done in less than an hour. Any programmer worth his/her salt would tell you that. Please effect this change asap - 10 years is long enough to wait - that's how long this query has really been going because it was moved from another forum, which you'd know. If you haven't been able to spare the resources in the past 10 years why should we believe the next 10 will be different!!

@Tzippy, that's an idea worth exploring thank you - we are so frustrated with the inefficiencies of being unable to assign basic work to staff. Since Xero indicates no intent to make Xero more user-friendly for businesses larger than just one or two people, cashbook might be the way to go.

Please add this suggestion to the top of the list! We are now thinking of opening a separate Xero cashbook just to keep the contents of the affected bank accounts confidential, and that is not a very efficient method.

Hugely important for us too. I need to allow access to credit cards but not the current account. Please put this to the forefront.

This feature seems a very basic feature to provide for discretionary and security reasons and should be prioritized.

Agreed, this feature would be amazing!

i agree with the below comments, this is stopping us getting xero, as we have 3 accounts 2 of which are private & other staff members should not have access to it has salaries etc, which we do not want to disclose to staff,
how would we go round this? if they cant be limited to each account can you restrict what they can view in each bank?

if not this will be a no to xero which is a shame.

Building on Beautiful work is a wrong direction as small businesses need practical tools and limiting bank assess is critical to allocate job to team members. I am so disappointed with no one on the Xero team sees the importance of our voices. Xero needs a new team to understand the need of her clients. We should look at exit plans.

There is nothing Beautiful about not listening. This issue of user access to bank accounts has been an issue well before you changed the name of this to product ideas and deleted all of the original ones 10years ago. If I want staff to use Projects for Jobs and costing I have to let them see my Bank rec screen. Makes no sense as they don't need that to cost a job and enter invoices.

Is there any update since March on this issue please? Lots of people clearly want to see it. It means I cannot give my sales staff access to check whether a customer owes us any money before taking another booking.

I would like ability to select which accounts to give user access to please. not blanket ALL accounts. URGENT please.

I urgently require this idea to be actioned by Xero
I cannot give staff work to do because I cannot give them access to the bank account
Every business does NOT has one person solely doing data entry and one other doing everything else
We need certain bank/credit accounts restricted to certain users with access to Debtors/Creditors reports
Net wages should be locked for those that do not use Xero Payroll Software
This is legal requirement

I cannot believe this idea was posted in 2013 - we are still asking for it 10 years later

This is a critical issue Xero and I have to say it is driving clients to move to other platforms that provide multi-level access. Please move this up the list, as you can see, you will lose business if you don't start developing the platform to GDPR standards as a minimum.

I need this too, so that we can limit access to a wages account for staff who assist with billing but have no involvement in wages. For example, now only staff who are involved in wages can do bank reconciliation tasks because visibility can't be restricted.

I need this implemented urgently, I need users to have access to our credit card accounts but not the current bank account, it would breach GDPR to give them access

This should be a basic requirement so business's comply with data protection and confidentiality

Xero needs to understand how accounts work in business and help us adapt to our workplace, not the other way round

I have recently added to Xero a client who wants to restrict access to some of the bank accounts for few user. It is very critical for the client. Could Xero create a new User role to meet such requests from the clients.

I think your teams resource should be focused on Building on Useful work instead

this is vital, there is no way standard users should have access to all bank accounts and financial information, or even any of that confidential information.

get on with it Xero, this is essential

I agree wholeheartedly with Carol. When I am asked my opinion on Xero I advise it's great for a one or two man business, but unfortunately struggles to grow with a business - due to the inflexibility of user level access. When our business changed over 7 years ago, we were much smaller and this inflexibility was not a problem, but now it means I am unable to delegate aspects of my work without allowing access to sensitive information.

No business should be in the position that every member of staff has access to its confidential financial position! Come on XERO Please hurry up and get on with such a basic requirement.......

The limited amount of user access levels you provide leaves you way behind SAGE, where, as I'm sure you are aware, admin can tailor make the access every user has.

By ignoring the amount of requests that have already been made by Xero users you are simply causing more work for them, they need to get on with more complex tasks in running a business, however, until you do something about this they are also having to do basic tasks that should delegated to other staff members eg why does a user that is dealing with purchase orders and inventory items need access to the bank???

It was a big decision for me to move from SAGE to XERO and for all the plus points I can honestly say had I known how limited this area was, I would not have moved until it was sorted.

I'm often asked how I'm finding Xero, and as recommendations go I can only tell other businesses about this hugely negative point until it's sorted.

How many 'votes' does it take for you to support your users and prioritise a vital function over spending time making it look 'beautiful'???

I look forward to hearing from you.