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  1. User Role - Restrict access to individual bank accounts

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    344 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

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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  ·