Settings and activity
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607 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
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Helen Jackson
supported this idea
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An error occurred while saving the comment Helen Jackson
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We want the credit cards (treated as bank accounts with a bank feed) to be reconciled by someone with restricted access ie not allowed to see other bank accounts, journals, select reports etc. Unfortunately a standard user can see everything
I agree, we have new look reports forced upon us which are not as useful or quick as the old reports. There's nothing wrong with the old reports anyway. Instead I continue to work Xero that administration staff could be doing.