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
|Adviser||Cashbook Client||Managed Client|
|View published reports|
|View, print and export reports||-|
|Access custom reports||-|
|Save a report as a custom report and set or remove it as a default||-||-|
|Publish Bank Reconciliation Summary||-|
|Publish all reports||-||-|
|Copy and edit published reports||-||-|
|Add or edit budgets (Budget Manager)||-|
|View and run limited reports under the Reports menu*||-||-|
|View and run all reports on Reports menu||-||-|
|View Expense Claim Summary Report||-|
|View and run reports on Adviser menu||-||-|
Only someone with Practice Administrator or Principal permissions can set practice-wide publishing styles for reports.
Report templates user role comparison
You need 'Edit report templates' permission before you can create or edit report templates in My Xero.
You need the Adviser user role to run report templates within an organisation.
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.
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.
The following user roles have no access to the Fixed Assets section of Xero: