Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. User Role - Restrict access to individual bank accounts

    606 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    312 comments  ·  Users & setup » User permissions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    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.

    An error occurred while saving the comment
    Louisa Smith commented  · 

    Hi I would like to train staff to reconcile and prepare reports from specific bank accounts, whether it be one bank or a couple of bank accounts.

    Can this please be a function that Xero can setup?

    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.
    Regards

    Louisa Smith supported this idea  ·