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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.

    MICHAEL MARTIN supported this idea  · 
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    MICHAEL MARTIN commented  · 

    It would be great to be able to give users an ability to do bank reconcilition without giving them visibility of your bank account balance. Collecting invoices and matching them with bank payments and direct debits is time consuming and can be easily delegated to a member of staff but most small business owners don't want to give staff visibiity of what they have in there bank account. Hiding the overall balance but providng the transaction details through the bank feed or by business owners uploading the bank statements would enable business owners time to work on things that are more important.