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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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    Renee Costa commented  · 

    Can't believe this is something no one on your team thought about when making this product. It's the most common sense thing to do... Whatever staff member reads this.. do you have access to view the bank account balance of Xero Corporate? I bet you don't and they won't want to share that with you... which is why this feature should have been standard from day one.

    Renee Costa supported this idea  ·