Partner Edition user roles and their access to bank accounts, transactions, and statements in Xero

Use this page to compare user roles and their access to bank accounts, transactions, and statements in Xero Partner Edition.

Bank accounts, transactions, and statements user role comparison

AdviserCashbook Client + Non Cash CodingCashbook Client + Cash CodingManaged Client
View bank balance and balance in XeroImage of a check markImage of a check markImage of a check markImage of a check mark
View account transactions in XeroImage of a check markImage of a check markImage of a check mark-
View imported bank statementsImage of a check markImage of a check markImage of a check mark-
Add comments to unreconciled bank statement lines Image of a check markImage of a check markImage of a check markImage of a check mark
Add and edit bank accountsImage of a check markImage of a check markImage of a check mark-
Import manual statements, delete statementsImage of a check markImage of a check markImage of a check mark-
Add a spend money or receive money direct paymentImage of a check markImage of a check markImage of a check mark-
Activate Yodlee feedsImage of a check markImage of a check markImage of a check mark-
Reconcile and unreconcile bank transactionsImage of a check markImage of a check markImage of a check mark-
Cash code transactions during bank reconciliationImage of a check mark-Image of a check mark-
Recode bank transactionsImage of a check mark---
Add bank rulesImage of a check markImage of a check markImage of a check mark-