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The user permissions do need to be more granular. We have senior staff who need access to certain reports, but are not approved to see bank accounts or balances. When you select read only for the user it automatically includes the bank accounts and as this information can be confidential, it means we cannot give the correct access needed to those that need it. The bank should be optional on all users and not a default.

It would be great if this could be implemented ASAP.

The above is critical to us and causing a huge block in the way we run our business. Likewise if it's not resolved we will have to look at other software. We moved from Sage 50 to Xero and it's supposed to have saved time. The permissions to access reports is also a big problem, because the employee chasing overdue monies does not have access to the bank she also can't run reports that would save her a lot of time. Whilst I can access and export/download them to excel she then does not have the links to click through to the customer or invoice. If is effecting our efficiency and at the rate technology is moving I am in no doubt there is other software that would work better....

Seriously how long must we still wait for these options to come in effect?? Last I heard Xero was going to make this available on 01 June??? Really starting to affect our business negatively, and we will have to think about moving to another accounting solution!!!

Rhys after waiting for years for approvals to be updated in XERO and being a small business TO £4m hiring admin part time but only being able to give her certain access it has been a nightmare.

We have decided to add an ERP system that connects to XERO. I trialled various ones (we are construction I've therefore just bought a construction based PO system) but there are loads out there. With the rise of Ai majority now scan the invoice match to the PO taking away admin. Its been a game changer for us. After our admin left it made more sense paying £600pm for a system than having the HR hassle of a hire. There are cheaper systems though the cheapest I found was £110 a month. Co Pilot gave me a list of systems to trial that suited our business. All the PO approvals are on the system, you therefore don't have to give staff access to XERO.

As well as the challenges being discussed around bank feed visibility, we’re also running into a permissions issue with purchase orders.

At the moment, if someone has permission to approve purchase orders, they also gain visibility of every bill that’s ever been processed through Xero.

I’d be interested to hear whether anyone else with a small team has come across this. We need certain team members to approve POs, but we don’t necessarily want them to have access to the full billing history.

Has anyone found a practical workaround for this?

Hello, is there any update about this? We have a new manager and it is sensitive information we don't want out. But we need her to reconcile and approve timsheets without having access to bank accounts, and also other employees pay (an ex employees pay). Thank you

Absolutely mind boggling that this is not automatically a feature. Our business has grown significantly and confidentiality of our accounts is critical now so admin teams can't see all transactions for the business. We need certain individuals to have access to certain credit cards to reconcile them, but not all business ins and outs.

We will be looking into alternatives as this is an enormous pain point for us.

So glad to see some action being taken here. This is crucial — proper permissions and controls are essential for security and accountability, especially as various staff members have different roles and access privileges within a business.

Please please please stop making Zero pretty and fix real problems that we know you know about ie user levels. Our WHOLE team does not need to know every dollar that is spent by the company, they do not need to know how much each other is paid, makes it so hard for HR. Causes office problems. I know you dont get it, but would you please at least try??? Also could you please please please fix moving a line in invoicing. Have you ever actually tried to do so?? I guess not!!!

I need my office admin to only have access to the Petty cash account - Not be able to see them all. Is this possible??

Being able to define roles more than the set levels is Critical. Restricting/managing bank accounts access is much needed as all the comments below. But this needs to be tied to other controls such as restricting sensitive client views. Even if the bank account access is restricted, transactions will still appear on client records, so need to be able to control client/supplier access alongside bank account.

Ability to access/view bank accounts is currently predefined by user setting, this should be something that can be independently selected regardless of user setting.

Example currently if you give standard access so an individual can raise a PO they get access to bank accounts

I have a new employee who is responsible for all supplier recons, I need to give her access to supplier ledgers and reports only! This is really frustrating! I am currently looking into another accounting program that actually does have such a function as this is impacting our business! This issue has been a problem for so many customers and for a few years, it should be a priority!

My staff member cannot see the NZD equivalent of a sales invoice funds received in USD because I do not want to give full bank account access. So ridiculous and yet we have a AI helper and a re-arrangeable dashboard. Woopie. Some staff need access to reconcile opex accounts without seeing staff salaries, dividends, and all bank accounts. Total privacy issue. This should be a priority but has been ignored since 2013!!!! Pull out the stops and urgently address this Xero. It should not take months.

So glad to finally see a bit of action taken here! This is crucial for everyone using Xero. It's a no brainer that all staff should not have access to the bank accounts of a business.

Hi Xero - Development team please prioritise the development of banking permissions in Xero. This is critically important to the software.

All staff with standard and above access should not have access to all the bank accounts within an organisation and associated cash in and out data.

Big thanks to Celia for asking the important question here.

Hi Kelly Munro, do you have a timeline for this please?
Thank you

Just added it to a facebook post, with a link to this so hopefully they will read it and act on it urgently