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  1. User Permissions - Access to reconcile without viewing balances

    320 votes

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    94 comments  ·  Users & setup » User permissions  ·  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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    Michael Hutchens commented  · 

    I'm sorry Kelly but your response to this feature request - which has received over 250 votes - is hard to read without feeling patronised.

    None of us care about 'building on beautiful', we just want the platform to include features that add value, and this is an example of an obvious feature which is extremely valuable and should have always been in the platform had Xero's product managers thought about the user experience properly.

    For perspective, not having this feature means that business owners are unable to have their internal staff perform time consuming reconciliations without them having access to financial data that they should not and do no need to access.

    So business owners are instead forced to either do it themselves, instead of running their business, or outsource it to expensive bookkeepers, even if they have admin staff with the capacity to do it internally.

    Your reply of 'no and perhaps never, don't hold your breath', is very hard to read without feeling offended, and the angry comments below are a testament to this.

    Big picture, it feels like many of the best Xero people have taken their money and left the company, while us users are stuck recommending obvious feature improvements (or I would argue 'fixes') and being told not to hold our breath.

    I really hope this dynamic turns, but I won't hold my breath.

    ;-(