Settings and activity
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281 votes
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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Luke McDade
supported this idea
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Our business has been following this for a few years now. Again, we really need this feature. We see no reason why a user cannot reconcile a transaction while requiring to see a bank account balance.
As others have noted our concern is employees see how well the company is doing without the full picture of taxes and other expenses.
We note the price creep in the subscription cost but not the features to justify it.
Xero, listen to your customers! They're getting noisy!