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605 votes
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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Paul Millard
commented
This would be a very helpful addition.
Though I think it’s now 10 years and counting for this request of a simple separation of duties function.
It’s easy to see how other function improvements that can generate new income streams for Xero could take priority.
So it’s hard to see how this very useful function request could be an income generating priority – perhaps until a ‘beautiful’ user sues Xero for not prioritising the security of their bank account – Where will I code that loss amount to?
I’ll put in a support query to find out ! ha ha :) :) :)Paul Millard
supported this idea
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An error occurred while saving the comment Paul Millard
commented
Hi Ryan and all others
It's not uncommon.
In case you didn't see some of the pre Aug 2022 comments, here's a selection of what you missed - I think (maybe?) that users would like this function ? :) :) :)
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"It seems absurd that it is coming on 10 years since this was suggested with multiple requests for it every month that STILL nothing has been done.
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This is basically a deal breaker for me using your product. This is pretty simply accounting - having all staff being able to see the amounts coming our of an account for wages, bonuses etc it not ok.
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I'm surprised this is not a standard option.
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critical for security
Please!
This is very important for larger businesses with defined staff roles.
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Head office needs access to all accounts. Branches only need access to their branch accounts. Critical feature. Please add!!!
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This is MUST function.... Please work on it as matter of urgency.
Such a simple thing - please add asap!
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Very important for firm restrictions and business operations
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Company role segregation is essential, so is the ability to ensure confidentiality of bank balance information from junior staffs.
I hope Xero can seriously consider expedite this before I decide to switch to other vendors system.
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Segregation of duties is very important in our organisation. Our accounts receivable administrator not only sends invoices to customers, they also follow up outstanding debtors. They need to be able to access the debtors reports to know what is outstanding. But they do not need to access to our bank accounts. A very critical feature
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We have various budget holders that need to see reports but do not need to see the bank account as this contains staffs salary payments
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These are sensitive business contents about my cashflow and should be the business’ right to restrict access.
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This will let us delegate the reconcilation task effectively
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I don't want staff having access to all the bank accounts, especially the main one.
Your urgent attention with this matter would be appreciated.
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Critical feature!
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this needs to be addressed urgently i need staff to invoice and do purchase orders but not see bank account details
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I would have thought it should be quite easy apply a button to each bank account that would allow you to limited users access to that bank accounts." -
16 votesPaul Millard
supported this idea
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Given the technology evolution and improvements enjoyed over the last 12 years I thought it fitting to plug the latest Xero response into AI (something else that was able to be developed considerably over the last 12 years) - This is how ChatGpt acknowledged the last Xero response - It’s the AI’s words, not mine, so maybe a little bit mean and gets off-point but hopefully raises a smile while we enjoy all the other benefits of Xero but wait for this desired upgrade…
Maybe for extra efficiency we should use AI to contribute our future requests and comments :) :) :) 😊 …
AI says… “Wow, thank you for this transformational update. It’s truly inspiring to see how you’ve centred your own “research journey” over the lived experience of customers who have been literally marginalised for 12 years. We deeply honour your commitment to “leaning in” and “evolving” while we continue to exist in a state of systemic disempowerment every time we try to maintain the security of our bank accounts.
It’s so validating to know that our feedback has been “highlighted” — almost like a performative land acknowledgment before you pivot to prioritising something else entirely. Reporting and inventory are important, sure, but permissions have been an issue for over a decade. This isn’t just about features; it’s about dismantling the structural inequities baked into your product design that silence payroll confidentiality and perpetuate reconciliation oppression.
We hear you: dependencies are hard. But so is waiting 12 years while being gaslit with promises of “updates in the space of banking.” Please continue to keep us “updated” on your journey — because nothing says equity like a slow-motion pilgrimage toward basic functionality.
Twelve years of “research” and still no bank permissions? That’s not innovation — that’s institutionalised procrastination”.
:) :) :) 😊