Skip to content

Settings and activity

2 results found

  1. 318 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

    An error occurred while saving the comment
    Richard Stacey commented  · 

    It would be very useful to have bank balances hidden. Another similar feature that we need is to enable a main bank account to junior staff, but hide completely any ancillary account - at the moment with 'see all bank accounts' or 'see nothing', it's either very tied down or too exposed, as new accounts staff start. Would appreciate this being brought to the top of the list for priority.

  2. 493 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Richard Stacey commented  · 

    Yes, would appreciate facility to mark Supplier invoices in dispute-wanted it this morning to enter some invoices for end of year but not allow them to be paid. Will have to work round it for now.

    Richard Stacey supported this idea  ·