Settings and activity
2 results found
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653 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
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Mike Brett
supported this idea
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471 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
An error occurred while saving the comment Mike Brett
commented
I would like to see option for users given access to chosen bank accounts as opposed to default where they can see all bank feeds. This is critical. We have a separate account for payroll which I would like users not to see. Thanks
Mike Brett
supported this idea
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This is critical to add this feature. I would like certain users to be able to reconcile incoming payments from certain bank feeds. But I do not want to them have access and visibility of the bank account which employees salaries are paid from. This information is too sensitive, as such only the FD is able to reconcile and this is a large task which takes up a lot of their time.
Please could this be added as a feature as soon as possible