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 Business Edition.

Bank accounts, transactions, and statements user role comparison

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AdviserStandard + Cash CodingStandard + No Cash CodingIO + Draft or Approve and payIO + SalesIO + PurchasesRead Only
View bank balance and balance in XeroImage of a check markImage of a check markImage of a check mark---Image of a check mark
View account transactions in XeroImage of a check markImage of a check markImage of a check mark---Image 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 mark----
Add, edit, archive or delete 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----
Add a prepayment or overpaymentImage 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 reconciliation*Image of a check markImage of a check mark-----
Recode bank transactionsImage of a check mark------
Export uncoded bank statement lines Image of a check mark------
Add bank rulesImage of a check markImage of a check markImage of a check mark----
View 'Invoices owed to you' graphImage of a check markImage of a check markImage of a check markImage of a check markImage of a check mark-Image of a check mark
View 'Bills you need to pay' graphImage of a check markImage of a check markImage of a check markImage of a check mark-Image of a check markImage of a check mark

*This is not included in the Starter pricing plan.

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