Settings and activity
2 results found
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12 votes
Thanks for the feedback here team, understand how reflecting the order of the bank accounts from the bank accounts page would be useful for some users.
We'll continue to track interest in this here and let you know if there are any updates to the behaviour of ordering planned, however it's not in the pipeline at present.
In terms of showing new bank accounts - the first bank account you add is shown by default. As you add new bank accounts there is a banner that'll show to let you know new accounts are available and you can use the Edit homepage option to choose which widgets you'd like to have shown on your homepage.
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350 votes
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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Phil Whitehorne
commented
It is vital than I can hide certain bank accounts from certain users view. Also the balances. A pretty basic option really.
Phil Whitehorne
supported this idea
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We need to be able to reorder bank accounts in the Bank Accounts page and when making payments. We have 12 bank accounts and the one we use for most payment is the last one on the list and the one we no longer use is the first. Need this changed ASAP.