Settings and activity
2 results found
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713 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
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353 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.
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Katie O'Hara
supported this idea
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An error occurred while saving the comment Katie O'Hara
commented
Being able to give permissions see Reconciliation account and reconcile transactions without having to give bank statement or account transaction tabs
To follow up on this as a medium sized business I just feel like there are employees who don’t need to see the bank in the same way others do. So therefore I have to restrict the reconciliation all together when I would be happy having just that part there. Some employees do not need as much responsibility or information as others and as an employer I would like to have that option. I feel like like it lets Xero down quite a bit.