User roles and their access to checks, bank accounts, transactions and statements in Xero
Use this page to compare user roles and their access to checks, bank accounts, transactions and statements in Xero Business Edition.
Access to checks
These users can add and edit check styles, pay by checks, print checks and view the check register.
Bank accounts, transactions, and statements user role comparison
|Full access||Limited access|
|Advisor||Standard + Cash Coding||Standard + No Cash Coding||IO + Draft or Approve and pay||IO + Sales||IO + Purchases||Read Only|
|View bank balance and balance in Xero||-||-||-|
|View account transactions in Xero||-||-||-|
|View imported bank statements||-||-||-||-|
|Add comments to unreconciled bank statement lines||-||-||-||-|
|Add, edit, archive or delete bank accounts||-||-||-||-|
|Import manual statements, delete statements||-||-||-||-|
|Add a spend money or receive money direct payment||-||-||-||-|
|Add a prepayment or overpayment||-||-||-||-|
|Activate Yodlee feeds||-||-||-||-|
|Reconcile and unreconcile bank transactions||-||-||-||-|
|Cash code transactions during bank reconciliation*||-||-||-||-||-|
|Recode bank transactions||-||-||-||-||-||-|
|Export uncoded bank statement lines||-||-||-||-||-||-|
|Add bank rules||-||-||-||-|
|View 'Invoices owed to you' graph||-|
|View 'Bills you need to pay' graph||-|
*This is not included in the Starter pricing plan.