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295 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment 
Charlotte Woodbridge
supported this idea
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An error occurred while saving the comment Charlotte Woodbridge
commented
I agree, the user roles are ridiculous, there is a huge jump between invoice only and standard, bank feeds are visible when they don't need to be, there should be a lot more options available so you can select if you want them to see bank feeds and if so which ones! There should ALWAYS be the option to keep certain bank feeds/reports private. This is a big issue and needs addressing ASAP!
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43 votes
An error occurred while saving the comment Charlotte Woodbridge
commented
I wonder which bank people are using who are having issues? I would agree that it is important to have this feature in xero, however I have managed to get around it.
I spoke to my bank (lloyds commercial banking) they helped me set up a template that works so I simply download bank payment file from xero (I have to delete a couple of lines from the bottom of the file but your banking support team will advise you on this - not all will have to do that) and it imports in fine, it literally takes seconds, and paying people is now the quickest part of my job!
Ideally xero will update this feature, but if they don't it may be worth taking matters into your own hands with your bank - as I have just read on here someone will have to manually pay 140 people and that is going to take an extremely long time, I would under no circumstances be doing that!Good luck, I hope you can get something sorted!
An error occurred while saving the comment Charlotte Woodbridge
commented
I am astounded that it's not an option to open this file in CSV! crazy! xero please change this!
Charlotte Woodbridge
supported this idea
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I completely agree that Bank Accounts would be a great place to start when adding restricted access to users. I am so glad this is being looked at by xero! Great news!