Settings and activity
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4 votes
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Eric Adatia
supported this idea
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286 votes
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…
An error occurred while saving the comment Eric Adatia
commented
It would be super helpful if users can be restricted from seeing balances on certain bank accounts in the dashboard. It seems as though you can hide accounts on Android/iphone but not on the web portal.
It should be possible to restrict permissions for Junior users so they can only see some (or none) bank account balances.Eric Adatia
supported this idea
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Agreed! Not sure why there are so few votes for this. It is crazy that we have to enter a fictitious invoice date just to be able to enter an invoice into Xero if a period has been locked. If the period is locked then the invoice should post into the most current open period so that you preserve the invoice documentation and also leave the locked period unchanged.