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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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    Lewis Harvey commented  · 

    This is the single biggest issue for us as a small business. I want to give our admin staff the ability to reconcile without seeing the balances of the business or permission them for certain accounts if it’s easier but something has to be implemented soon or people will move (us included) to another platform.

    Lewis Harvey supported this idea  ·