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 + View
reports
Invoice
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--
Publish VAT reports* and Bank Reconciliation SummaryImage of a check markImage of a check mark- -
File VAT Return to HMRCImage 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 users given the option to view reports can publish VAT Returns but not VAT reports.

The Standard user without the option to view reports has almost no access to reports, and no access to budgets.

Restrict a Standard user's access to reports

Manual journals user role comparison

Full accessLimited access
AdviserStandard + View 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 user without the View reports option and the Invoice only user have no access to manual journals.

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