User roles and their access to reports, budgets and manual journals in Xero

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

Reports and budgets user role comparison

Full accessLimited access
AdviserStandard + All ReportsInvoice
Only
Read Only
View published reportsImage of a check markImage of a check mark- Image of a check mark
View, print and export reports Image of a check markImage of a check mark- Image of a check mark
Save a report as a draftImage of a check mark---
Access custom reportsImage of a check markImage of a check mark-Image of a check mark
Save a report as a custom reportImage of a check markImage of a check mark--
Set a custom report as the default or remove a defaultImage of a check markImage of a check mark--
Finalise GST ReturnImage of a check markImage of a check mark- -
Publish GST reports* and 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 all reports on Reports menu Image of a check markImage of a check mark

-

Image of a check mark
View Expense Claim Summary ReportImage of a check markImage of a check markImage of a check markImage of a check mark
View and run reports on Adviser menu Image of a check mark- - -
Delete reportsImage of a check mark- - -
View History and Notes ActivityImage of a check mark---
View and favourite Business Performance graphs Image of a check markImage of a check mark-Image of a check mark

* Standard + All Reports users can publish GST Returns but not GST reports.

The Standard + No Reports user role has no access to reports and budgets.

Restrict a Standard user to 'No Reports'

Manual journals user role comparison

Full accessLimited access
AdviserStandard + All ReportsRead Only
Access manual journals from the Journal ReportImage of a check markImage of a check markImage of a check mark
Access manual journals from the Adviser menuImage of a check mark--
Post manual journalsImage of a check markImage of a check mark-
Recode transaction lines using a manual journalImage of a check mark--

The Standard + No Reports and Invoice Only user roles have no access to manual journals.

Restrict a Standard user to 'No Reports'

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