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1. User Permissions - Access to reconcile without viewing balances

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   78 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here

   With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.

   User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any steps made to begin digging into bank account permissions.

   We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here

   With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.

   User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any… more

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   Michael Hutchens commented  ·  21 May, 2024  ·  Edit…  ·  delete…

   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.

   ;-(

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