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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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    Michelle Riggall commented  · 

    Id like to see the view bank accounts as an option to be selected for all user access.

    Currently if you select your user as invoice only, user can only create bills but can not access files section to link the actual bill - which is frustrating and does not work when we live in a digital world and keep all our info online.
    The only other option is to set them as a standard user and then allows them access to your bank balance.
    Various users need to be able to create bills and access files, but 99% no not need to see our bank accounts to achieve this

    Michelle Riggall supported this idea  ·