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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  ·  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

   Gregory Gallyot supported this idea  ·  08 May, 2025
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   Gregory Gallyot commented  ·  07 May, 2025  ·  Edit…  ·  delete…

   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.

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