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

 AdvisorCashbook ClientManaged Client
View published reportsImage of a check markImage of a check markImage of a check mark
View, print and export reports (excluding 1099)Image of a check markImage of a check mark-
Access custom reportsImage of a check markImage of a check mark-
Save a report as a custom report and set or remove it as a defaultImage of a check mark--
Set up and run 1099 reportImage of a check mark--
Publish Bank Reconciliation SummaryImage 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 limited reports under the Reports menu*- Image of a check mark-
View and run all reports on Reports menu Image of a check mark- -
View Expense Claim Summary ReportImage of a check markImage of a check mark-
View and run reports on Advisor menu Image of a check mark- -
Delete reports*Image of a check mark- -

* See Cashbook Client user role

Only someone with Practice Administrator or Principal permissions can set practice-wide publishing styles for reports.

Practice Administrator or Principal permissions

Report publishing styles

Manual journals user role comparison

In organizations on a Partner Edition plan, only someone with the Advisor user role can access or post manual journals.

Advisor user role

The following user roles have no access to manual journals in Xero:

Fixed assets user role comparison

In organizations on a Partner Edition plan, only someone with the Advisor user role can enter or manage fixed assets.

Advisor user role

The following user roles have no access to the Fixed Assets section of Xero:

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