Settings and activity
2 results found
-
606 votes
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.
An error occurred while saving the comment An error occurred while saving the comment 
Mark Hirschel
commented
The fact Xero is keeping quiet shows there is Zero intention of making what would be such a simple change. But we will all stay with them regardless so they win I guess. If there was a mass exodus then their hand would be forced. Oh well.
An error occurred while saving the comment Mark Hirschel
commented
Surely this can’t just be an oversight on their part so have to believe there is a much bigger reason why it can’t be implemented. Would be nice if a Xero rep actually responded otherwise no point in having these forums at all.
An error occurred while saving the comment Mark Hirschel
commented
There needs to be an option under standard user to tick/untick bank account feed access. I have a staff member who needs invoice and purchase order access as well as seeing on our dashboard sales for the month by customer group which we've set up - but I can't have her seeing bank feeds which show highly personal information like salaries. I can't understand why this is not available, makes no sense to me.
Mark Hirschel
supported this idea
·
-
320 votes
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.
Mark Hirschel
supported this idea
·
Perfectly said Michael. Have raised with xero support.