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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Jessica Chan
commented
Is there any update on this? Clearly it's a critical feature required for many organisations, and important for clients who get audited
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Arfan Rafeek
commented
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.
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Rhys Howells
commented
Users - have the ability for a user to access and process sales AND purchasing without access to bank account feed.
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Murali Krishna Dittakavi
commented
Hi Team,
How much time will take to consider this feature to deliver.
This is sitting since 2013 -
Linda De Beer
commented
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
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Michelle Williams
commented
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.
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Adam Broetje
commented
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.
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Nicholas Hills
commented
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.
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Jade Sacker
commented
Is this on the cards at all? We really need a practice manager, but I only want her to see one bank account, particularly to send invoices and allocate payments. Is this possible?
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Lou(AAS) Holmes
commented
Need to limit user access to bank. User can see credit cards and reconcile but cant see current and deposit accounts.
also be good to limit nominal codes users see
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Anthony Landamore
commented
I need a user to be able to see payments from customers (and preferably to suppliers) but not have access to the (seperate) account that deals with payroll. This is clearly a very popular wish.
The User roles permissions choices are extremely limiting. -
Johannie Kemp
commented
User rights; is there a way a user can have access to banking and invoicing but NOT to settings
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David Stacey
commented
It is astounding Xero has not implemented this as a standard feature. Xero's all-or-nothing approach to user access for bank accounts prevents business owners from utilising administrative staff to reconcile transactions unless they reveal every financial aspect of their business. What a crazy scenario! It is time Xero escalate this request to their development team for implementation.
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Kevin Deely
commented
Still amazed that this has not received any attention from Xero to take action. Letting staff see sensitive company information must be best practice for Xero.
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Terence Peters
commented
It is insane this isn't already available. I have staff who I want to process client payments so they need to be able to see the client facing incoming EFT account , however, I don't want them seeing expenses / outgoing wages / retained earnings.
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Annaliese Cox
commented
This would be an amazing addition for my business. I have admin staff who I don't want to give access to all areas, but would be happy to give them access to hubdoc and our STRIPE feed so they can reconcile client payments only without looking at our other bank accounts
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Marina Shervey
commented
This would be a great feature to have. Not all administration staff do not always need to see everything that, for one is none of their business and the other that mistakes cannot be made by allocated a payment to the incorrect bank account. Please figure this out.
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Susan McCraw
commented
Being able to choose access just to one bank account and be able to drill down to just certain areas such as invoice approval would be very helpful.
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Rowena Horton
commented
This would be so great.
I need to choose which bank account can be accessed but having accounts received and account paid to be an option as well would make everything SO much more manageable.
Currently having to retain these tasks as they cannot be delegated due to sensitive company information which cannot be hidden is very frustrating.
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Nathaniel Gordon
commented
This is still a crucial aspect my company would love to see added. Restrict users to view particular bank accounts and only be able to reconcile the accessible bank accounts transactions.
If there is a transfer between bank accounts, then they can only reconcile the side that they can see. I am sure it could be more complicated than that, but that would be the fundamental starting point for us!