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We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
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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.
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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!