Settings and activity
1 result found
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319 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.
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Richard Haigh
commented
Cant believe this wasnt thought of from the first inception of xero, im seriously considering moving 5 subscriptions because of the lack of this feature, just want a simple hide bank balances for users while still allowing them to reconcile, a better would also be to allow or deny viewing of bank accounts for specfic users. Eg view current account but not savings account.
Richard Haigh
supported this idea
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Hi all, I’m as frustrated as everyone else is with xero (zero customer focus). My workaround was to have a holding company sit above my trading co and move money up and back down using loan accounts on the balance sheet keeping cash reserves out of view of staff. It’s a tip, not a fix. As always ask your accountant etc etc.