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  1. Bank Rules Placeholders

    26 votes

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    submitted  ·  5 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Anthony Landamore commented  · 

    I would like to do exactly as described, for Payroll, PAYE/NIC, pensions etc.
    NB Months before and after a date would be catered for automatically by the placeholder syntax, eg [month-1] means the previous month

    Anthony Landamore supported this idea  · 

  2. User Role - Restrict access to individual bank accounts

    648 votes

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    343 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

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    Anthony Landamore commented  · 

    I need a user to be able to see payments from customers (and preferably to suppliers) but not have access to the (seperate) account that deals with payroll. This is clearly a very popular wish.
    The User roles permissions choices are extremely limiting.

    Anthony Landamore supported this idea  · 

  3. Bank Rules - Copy Bank Rules

    139 votes

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    39 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.

    It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.

    It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.

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    Anthony Landamore commented  · 

    Or to create a similar rule in the same account

    Anthony Landamore supported this idea  ·