Settings and activity
4 results found
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Julie Findlay
shared this idea
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2 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Julie Findlay
shared this idea
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345 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
An error occurred while saving the comment Julie Findlay
supported this idea
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236 votes
An error occurred while saving the comment Julie Findlay
commented
I would like to see this happen - as it would streamline the process, and less margin for error, and a big time saver
We have a number of clients who would like their staff to be able to enter receipts - either via the app or full Xero - in spend money transactions BUT they don't want the staff to see their bank account. The current user access parameters doesn't allow this. These clients are on cashbook and starter plans, so can't do as enter bill
We think this would be a great feature