Partner Edition user roles and their access to checks, bank accounts, transactions and statements in Xero
Compare Partner Edition user roles and their access to checks, bank accounts, transactions and statements in Xero.
Access to checks
The Adviser user role has full access to check printing within a client's Xero organisation. They can add and edit check styles, pay by check, print checks, and view the check register.
Checks are not available within Partner Edition Ledger plans.
Bank accounts, transactions, and statements user role comparison
|Adviser||Cashbook Client + Non Cash Coding||Cashbook Client + Cash Coding||Managed Client|
|View bank balance and balance in Xero|
|View account transactions in Xero||-|
|View imported bank statements||-|
|Add comments to unreconciled bank statement lines|
|Add and edit bank accounts||-|
|Import manual statements, delete statements||-|
|Add a spend money or receive money direct payment||-|
|Activate Yodlee feeds||-|
|Reconcile and unreconcile bank transactions||-|
|Cash code transactions during bank reconciliation||-||-|
|Recode bank transactions||-||-||-|
|Add bank rules||-|