Settings and activity
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606 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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Alvin Tan
commented
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.
I need this feature to be available because as I hire the online freelance accounts and admin assistant to upload the invoice documents, I do not wish they view my business accounts and history as it would deem inappropriate. These are sensitive business contents about my cashflow and should be the business’ right to restrict access.