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We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
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Tai Phan
supported this idea
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Agreed that this is such an essential requirement for all businesses large or small. It's not appropriate to have staff be able to view all bank accounts of the business at all times. We don't even ask our staff to reconcile in Xero, but use it to allow view access to the bank feed to confirm payments are received into the business. We really do need to be able to limit access to individual bank account(s)!
I was also part of a pilot program and gave feedback a year or so ago and even that iteration gave the control required. Please roll out a fix!