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  1. User Role - Restrict access to individual bank accounts

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    312 comments  ·  Users & setup » User permissions  ·  Admin →
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    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.

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    Howard Lawton commented  · 

    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.

    I want the user to see spend money and received money via the the contract card but I want to stop them see the bank statement or ledger balances etc.

    I want a user to be able to upload the receipts and invoices against the transaction but I don't want them to be able to see the wages paid, directors remunerations/ Directors drawings or dividends paid