Partner edition user roles and their access to expense claims in Xero

Use this page to compare user roles and their access to expense claims in Xero Partner Edition.

Expense claims user role comparison

AdviserCashbook Client
Add and submit receiptsImage of a check markImage of a check mark
Edit expense claim after submittingImage of a check markImage of a check mark
View own expense claimsImage of a check markImage of a check mark
View others' expense claimsImage of a check markImage of a check mark
Approve and pay own and others' expense claimsImage of a check markImage of a check mark
Recode expense claimsImage of a check mark-
View expense claims reportsImage of a check markImage of a check mark

The Managed Client user role has no access to the expense claims section of Xero.