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17 votes
✨ Thanks so much for sharing your feedback on being able to blur or conceal sensitive bank information on the new Xero homepage.
Our community team have reviewed this idea and it’s now in Gaining support, which means it’s open for votes and comments from other customers who’d also benefit from more privacy controls on the homepage. ✨
While we’re still exploring additional options but there are a couple of protections already in place today:
- ✨ Access to banking information on the homepage is controlled by user roles and permissions, so only users with the right level of access can see sensitive banking data. This is the Invoice Only permissions.
- ✨ You can customise the homepage to show or hide bank accounts, so you’re not surfacing accounts you don’t want on your dashboard.
We’ll keep monitoring the interest and the use cases shared here as we look at how to…
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Leela Tasker
supported this idea
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Love the landing page, however today when bringing a staff member in to show them an invoice, we opened to the landing page - it has numbers in big bold and it shocked them; leading to questions.
If a client or non-finanicial business user happened to see this screen whilst bringing up an invoice, with the wrong "lense" applied to the figures they may infer the wrong idea.
Would be great for all numbers to flick up as "Private" then a toggle to undo. Option to permanently toggle off for back office staff, but for front office team, can see the privacy would be really needed.