Settings and activity
2 results found
-
319 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 
Brent Reed
supported this idea
·
-
123 votes
An error occurred while saving the comment Brent Reed
commented
Although our home currency is BWP we are a dollar based business and can't add items in USD so have to manually enter each line of the invoice
Brent Reed
supported this idea
·
There needs to be a lot more flexibility in user permissions, particularly for the Standard User role - restricting access to bank balances, chart of accounts, reporting etc should be a minimum standard for setting user permissions. The current options are way too broad with very little room for customising user roles.