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  1. User Permissions - Access to reconcile without viewing balances

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    94 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    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.

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    Luke McDade commented  · 

    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!

    Luke McDade supported this idea  ·