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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…
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Michelle Hoo
supported this idea
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With the new e-invoicing system that Malaysian government is implementing, we now need to rely on Xero to issue receipts. However, it’s impractical for us to give all staff who are on shift to access to our bank accounts information. We are considering to quit Xero and migrate to another system if this can’t be solved. It’s such a pity as we’ve invested time and money to learn and train staff how to use Xero.
Can you please help to just allow us to create a category or role to create invoice & receipts without giving access to view our bank or any other account details?