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605 votes
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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319 votes
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.
Gregory Gallyot
supported this idea
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An error occurred while saving the comment Gregory Gallyot
commented
I'm gobsmacked that this functionality is not available yet. My business is at a stage where I need to handover administrative tasks, such as reconciling payments. I cannot do this without disclosing the company bank balance. Whilst I value transparency, employees don't always understand business - a healthy bank balance may make employees feel they should be entitled to more, whilst an unhealthy balance may make employees feel insecure.
I am now in a position where I cannot handover my administrative tasks due to this basic functionality and privacy feature being unavailable. I will be looking at alternate providers.
Not good enough. I will need to start looking at alternatives.