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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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    Ewan Nicolson commented  · 

    This is completely unacceptable to have not been addressed yet. There has recently been a refresh and yet this is not part of it. I have had to disconnect one of our accounts from the bank so that staff cannot see it on their dashboard. This is actually costing me money as I need to pay my bookkeeper to individual process each transaction between our bank accounts instead of it being automatic. Come on Xero this is business critical and you are not dealing with it Perhaps some pressure through social Media may assist so any potential new clients may realise that there are flaws in Xero and one very glaring one.......!

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    Ewan Nicolson commented  · 

    It is concerning that this thread has been running since April and no action has been taken. This surely cannot be too difficult to implement. Potential new customers will very likely be put off if they find out this is an issue with Xero! Some action please URGENT!

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    Ewan Nicolson commented  · 

    I find it very strange this is not a function already in place within Xero. To select what members of staff are able to see bank accounts/balances should be controlled by the administrator/company as a function. This should be look upon as a high priority with Xero.

    Ewan Nicolson supported this idea  ·