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.
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
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Adrian Law
commented
I want staff to work on the client account but not to see how much everyone is paid in the current account. Just seems a basic requirement.
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Matt Heaven
commented
Maybe Xero wants you to set up another Xero account for the bank account you want to be separate, but they won't say that. That is a solution that costs money, but may be worth it to some.
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Sandra Amoroso
commented
Agree with the need for this "upgrade". Should be a basic feature, for the reasons mentioned before. I cannot delegate any of the reconciling tasks to an employee without giving away the farm. I can't comprehend how Xero doesn't understand the need for this essential feature.
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Hugh Sandie
commented
As Tony Sinclair mentions, giving basic positions who carry out minor bank reconciliations access to all confidential data is huge 'no can do' for small businesses. It gives full exposure of the companies finances, exposes everyones salary, pay rates and bonuses, shows Directors pension payments, through to dividends.
How XERO can not correct this is mind boggling and shows how little understanding they have of small businesses.
Hopefully people keep commenting on this point until action is taken.
The result is that as a business owner, operating three companies, I have to do most of the bank reconciliations or risk having staff being exposed to confidential information.
Shame on you XERO for lack of understanding and action.
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Troy Sinclair
commented
In order to maintain privacy around payroll with a small accounts team it is vital that we can isolate the Payroll Bank Account to one user only so that visibility on this is not for everyone. Very surprised that Xero wouldn't already have this function.
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Stephen Sutcliffe
commented
I add my name to this request
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David Stacey
commented
Sadly, it is all silence from Xero on this much-requested feature.
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Hugh Sandie
commented
Such a basic feature imho - why does it continue to be ignored??
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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