Selective bank feed access for users
It would be very useful if there was an option to select which bank account feeds users have access to. Dext automatically syncs the bank accounts from Xero and there is no way to hide those which means users can see all this information although they only need access to specific bank account feeds.
Lucia Blagden
shared this idea
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Stephie Giovanni commented
It would also be perfect if we could allocate a particular bank account (ie credit card account) to a particular user so that they can do the reconciliation without admin having to push paperwork requests through.
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James McNeil
commented
Xero doesn't allow for this level of granularity in user permissions, and we always have clients wanting visibility of their credit card transactions + outstanding documents to be uploaded.
Essentially, I would imagine it would be a Bank Transactions screen like the one in the screenshot attached (but limited to the assigned/linked accounts for the user).
This functionality could be expanded further by showing a running total of the balance for the account, and if it's a credit card the ability to set a credit card limit to show available funds remaining.
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AdminGlenn Castle (Admin, Dext) commented
Dext to have the ability to give limited access to users to view a bank account / credit card.
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Hakim Azrour
commented
Link an employee with only ONE possible bank feed for finding matches.
