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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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    StudioHub Billing commented  · 

    It is crazy that this is yet to be implicated. I'm amazed that a platform like Xero does not have a user permission that allows people to carry out administration tasks without having complete company overview.

    Like many of the below comments, the delay and disregard of completing what seems a simple yet vital update will result in our companies having to look at alternate options.

    StudioHub Billing supported this idea  ·