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We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
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Christine Cullum
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An error occurred while saving the comment Christine Cullum
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Bank Accounts Confidentiality and Security.
With the Majority of Accountancy software the Confidentiality within Bank Accounts can be controlled by Admin Levels or individual security passwords
Xero does not have this facility this is a major security problem, if using CSV files to upload Sales and a member of accounts support are required to allocate payments from Customers. Following this process GID's Company Accountants have created a fictitious Bank Account to allocate the values.
Leaving a Confidential risk as all Bank Account can be viewed by any member of staff following the Sales payment match process.
All Bank Accounts includes all Current Savings/Holding Credit Cards Sales Contra etc.
This is an urgent R&D requirement and setup in keeping with other Accountancy Software, to ensure the Bank section are high level Admin controlled.
Hope there is a speedy fix for this problem.With regards and thanks
C T Cullum
Bank Accounts Confidentiality and Security
Most of the Accountancy Software, Confidentiality within Bank Accounts is high level either, controlled by Admin Levels or individual security passwords on each Account if this is a requirement,
Xero does not have this facility, this is a major security Problem, example if using CSV files to upload Sales and a member of the accounts support team are required to allocate payments from Customers.
Following this process GID's Accountants have created a fictitious bank account to allocate the individual values received as a Bulk payment.
This process although, matches the criteria on payment to sales is a confidential risk as all Bank Accounts can be viewed by any member of the support staff following this process. This includes All Business Current Accounts including Current Accounts not part of this process, Saving/ Holding Accounts Sales Contra Accounts including Credit Card Accounts.
Therefore, could an urgent R&D requirement be setup in keeping with other Accountancy Software, to ensure the Bank Section in Xero is high Level Admin or password controlled.
Trust there is a speedy fix for this problem.
CT Cullum