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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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    Lawrence Murphy commented  · 

    No workaround yet, maybe once we get to 10 years this will happen.

    Remember the more posts here the more attention this issue gets.

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    Lawrence Murphy commented  · 

    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.

    We should be able to control what bank accounts users are able to view and reconcile transactions on.

    Lawrence Murphy supported this idea  ·