Settings and activity
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606 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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Abigail Cox
supported this idea
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This feature is absolutely critical for many businesses and is preventing us from fully moving forward with Xero as our complete accounting solution. Not being able to restrict access to individual bank accounts means we either have to expose sensitive financial data or limit staff efficiency - neither option is acceptable.
Having bank-account-level access control is essential for maintaining confidentiality, data privacy, and compliance with internal control standards. Ive read many of the previous comments, and it seems a high number of us have team members or external bookkeepers who only need access to specific accounts, and without this feature, we can’t apply the principle of “least privilege.”
The lack of this functionality poses real risks and creates unnecessary barriers for businesses that want to use Xero securely and at scale. Please make this a priority! It’s a vital step in strengthening trust, security, and usability for all organizations.