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  1. User Role - Restrict access to individual bank accounts

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    373 comments  ·  Users & setup » User permissions  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

    We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

    We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

    We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

    As development continues we’ll share further updates as soon as they’re available with you all here.

    Thank you for…

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    Michelle Williams commented  · 

    Could we please have an update on the timeline for this? Yet another product update and still no movement.

    As others have said, this is crazy. For staff to reconcile supplier invoices and run job costing reports, they need a role that gives them full visibility of all payments, including other employees' pay. So although payroll access itself is restricted, they can still see from the bank transactions what each colleague is paid, who has had a bonus, and what dividends the directors take.

    That's a real confidentiality and GDPR problem, not a nice-to-have.

    Does anyone have a workaround for this, other than buying another piece of software or doing all the reconciling yourself?

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    Michelle Williams commented  · 

    I keep waiting an looking through all the new product releases and its still not there. I'm flabbergasted, its still no been released.

    Michelle Williams supported this idea  ·