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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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    Michelle Hoo commented  · 

    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?

    Michelle Hoo supported this idea  ·