Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. User Permissions - Access to reconcile without viewing balances

    319 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    94 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    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
    Support NewChurchTek commented  · 

    Great thanks - I will give Infusion Accounting a try.

    An error occurred while saving the comment
    Support NewChurchTek commented  · 

    Unfortunately, I don't think 257 users are not enough for Xero. They would rather lose 257 clients than risk changing something that could upset the thousands more users they have. I've actually given up.

    Can someone here tell me an alternative bookkeeping software?

    An error occurred while saving the comment
    Support NewChurchTek commented  · 

    Xero's response to this issue is woefully inadequate! It seems they're more concerned with superficial design upgrades than actually listening and responding to their users' practical needs. We know our stuff when it comes the User Role Permissions, yet all we get from them are hollow statements like "Building on Beautiful". How about doing a real survey and seeing what your actual customers really need? 'Cos right now, it looks like bigger buttons matter way more than providing meaningful value and functionality - that's deeply disappointing!

    An error occurred while saving the comment
    Support NewChurchTek commented  · 

    I need my staff to be able to reconcile but not see the bank balance. For staff members, if everything reconciles - then instead of displaying the bank balance - just display the word "Reconciled" . If it's not reconciled - then instead of showing the Balance in Xero and Statement balance - just show the difference. Having the difference may actually make it easier for staff to figure out why it's not balancing. For example, a staff member may have forgotten to enter bill and showing the actual difference instead of the two balances, then they might remember which bill they didn't enter .

    This is becoming a deal breaker, I don't want my staff knowing the financial state of the company.

    Support NewChurchTek supported this idea  ·