Settings and activity
1 result found
-
348 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.
An error occurred while saving the comment 
Julie Latu
supported this idea
·
An error occurred while saving the comment Julie Latu
commented
That really is a shame Xero. You would open up more opportunities for new customers with a simple "hide bank balance" user security setting or access to reports on a menu. We as a business with multiple Xero accounts need to be able to give our admin staff the ability to allocate payments to invoices & reports. But we should not have to give them access to our bank balance, this basically makes Xero unscalable. I find it very hard to understand how this is not a priority in your development roadmap.
An error occurred while saving the comment Julie Latu
commented
This should be standard for sure. Allocating payments to invoices or coding payments to the GL can be a junior role and we should be able to get our admin staff doing this without having to give them access to our business bank balance!! So because of this, the CFO has to do the reconciling which is a complete waste of her time.
I also agree with Gregory Gallyot's points this is exactly our situation. On top of having to do all the admin tasks ourselves as business owners or give our bank balance to junior staff, we now have to also spend time finding a new accounting system because Xero will not make this change that hundreds have requested. There has also been no response from them since March 2023.