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  1. Security around which users can view certain bank accounts

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    2 comments  ·  Join our feedback community  ·  Admin →
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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.

    James McNeil supported this idea  ·