Partner Edition user roles and their access to checks, bank accounts, transactions and statements in Xero

Compare Partner Edition user roles and their access to checks, bank accounts, transactions and statements in Xero.

Access to checks

Only users with the Advisor user role can access checks in Partner Edition organizations.

The Advisor user role has full access to check printing within a client's Xero organization. They can add and edit check styles, pay by check, print checks, and view the check register.

Checks are not available within Partner Edition Ledger plans.

Bank accounts, transactions, and statements user role comparison

AdvisorCashbook Client + Non Cash CodingCashbook Client + Cash CodingManaged Client
View bank balance and balance in XeroImage of a check markImage of a check markImage of a check markImage of a check mark
View account transactions in XeroImage of a check markImage of a check markImage 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 linesImage of a check markImage of a check markImage of a check markImage of a check mark
Add and edit 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-
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 reconciliationImage of a check mark-Image of a check mark-
Recode bank transactionsImage of a check mark---
Add bank rulesImage of a check markImage of a check markImage of a check mark-