Settings and activity
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181 votes
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Joanne Forbes
supported this idea
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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.
Joanne Forbes
supported this idea
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As others have said - this feature is important. A lot of times our orders are put on hold as we don't have the means to manage credit limits. This also would need to link in when raising purchase orders and alert our buyer when our credit limit will exceed if he places the order. We rely on suppliers contacting us instead , which results in early payments being made which then has an impact on cashflow