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1. User Permissions - Access to reconcile without viewing balances

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   66 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 steps made to begin digging into bank account permissions.

   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… more

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   Peter Morrissey commented  ·  11 November, 2023  ·  Edit…  ·  delete…

   of course, admin staff is trusted to raise invoices quotes, and chase money, I don't think ever in my life has that coincided with the same employees seeing how much money is in the bank accounts. We are giving the same visibility as the accountant excluding payroll, it just is not right. So now the employees see the bank accounts and next they ask for payrises because they do not see the full picture just the money in the bank. Cant believe this is not considered important. So now I discover they can also see the wages of all the staff......is anybody else not happy with this

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   Peter Morrissey supported this idea  ·  11 November, 2023