Partner Edition user roles and their access to reports, budgets, manual journals and fixed assets in Xero

Use this page to compare user roles and their access to reports, budgets, manual journals and fixed assets in Xero Partner Edition.

Reports and budgets user role comparison

 AdviserCashbook ClientManaged Client
View published reportsImage of a check markImage of a check markImage of a check mark
View, print and export reports Image of a check markImage of a check mark-
Access custom reportsImage of a check markImage of a check mark-
Save a report as a custom report and set or remove it as a defaultImage of a check mark--
Publish Bank Reconciliation SummaryImage of a check markImage of a check mark-
Publish all reportsImage of a check mark- -
Copy and edit published reportsImage of a check mark--
Add or edit budgets (Budget Manager)Image of a check markImage of a check mark-
View and run limited reports under the Reports menu*- Image of a check mark-
View and run all reports on Reports menu Image of a check mark- -
View Expense Claim Summary ReportImage of a check markImage of a check mark-
View and run reports on Adviser menu Image of a check mark- -
Delete reports*Image of a check mark- -

* See Cashbook Client user role

Only someone with Practice Administrator or Principal permissions can set practice-wide publishing styles for reports.

Practice Administrator or Principal permissions

Report publishing styles

Manual journals user role comparison

In organisations on a Partner Edition plan, only someone with the Adviser user role can access or post manual journals.

Adviser user role

The following user roles have no access to manual journals in Xero:

Fixed assets user role comparison

In organisations on a Partner Edition plan, only someone with the Adviser user role can enter or manage fixed assets.

Adviser user role

The following user roles have no access to the Fixed Assets section of Xero:

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