Settings and activity
1 result 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.
Jason Bianchi
supported this idea
·
An error occurred while saving the comment An error occurred while saving the comment Jason Bianchi
commented
Really surprised there is not someone from xero responding to this, should be a simple tick box?
An error occurred while saving the comment Jason Bianchi
commented
This would be really important, xero this should be such a common tick box, we have a user that is external that does not need to see our savings account
I have had a reply from Xero, pretty generic but the more of us that vote and raise it it will get some traction.
Thanks for getting in touch with your query.
As you’ve found, right now it’s not possible to stipulate certain users only have access to certain bank accounts within the organisation and giving a user permission to view bank accounts will give them access to all bank accounts in the Xero organisation.
This is a request that has been raised with us and I've found the thread you've mentioned in our Xero Product Ideas.
We do receive large volumes of wide ranging requests from our customers, which are all regularly reviewed, analysed and prioritised by our product team. I encourage you to vote and leave feedback on the product idea as comments are read by the appropriate team here at Xero.