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Hi There,
To me, it is essential for Xero to work on restricting some users on certain bank accounts. Could you please make it as a MAJOR priority as this is a real GDPR issue which has already caused problems within the employees in my company. Thank you for taking this seriously.

Provide a Petty Cash User Role- Allow a distinction to be made between what financial data Xero users can access beyond the standard user roles. There is a need to allow a receptionist/ junior staff member to manage petty cash on Xero.
One would like to select a single bank account eg Petty Cash Account and allow the user access to only that account and not the other company bank accounts to thus to prevent the user seeing sensitive financial information (ie salary entries paid from bank accounts) .

Xero access is very user unfriendly. This is frustrating as processing work could be delegated to junior staff but now has to be captured by senior staff that do have access to bank accounts.

Is there any update on this critical function yet?
Surely Xero must be breaking GDPR rules by not having the option to restrict access to some areas for some users?
"Building on beautiful" should NOT be taking priority over GDPR compliance.

Xero, please push this to the top of the queue as it really is imperative for any organisation other than a Sole trader.

definitely need this - I'd like a VA to help code one bank opex account only without having full access

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.

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.

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.

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.

@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

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.

Shame… this customer needs to go somewhere else then

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.

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.

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.

Xero, If you have built something with flaws in it, they must be fixed! This ia a massive flaw.

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.

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.

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

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.

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?