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User Roles: Restrict access to manual journals

It would be useful if it were possible to restrict the posting of journal entries to specific users.

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Margaret Lalor shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminJonathan Harper (Admin, Xero) responded  · 

Hi Margaret, thanks for raising your idea here.


Just want to add that it's only possible for adviser or standard + reports roles to view, edit or post Manual Journals. 


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  • Sabrina Kuipers commented  ·   ·  Report

    Currently all users that can create manual journals can also approve journals. Xero should please design a feature that limits the standard user role to - can create draft journals - while advisors can draft and post journals. This feauture is already in use for invoicing. Some users can draft invoices while others can draft and approve.

  • Emily McCahon commented  ·   ·  Report

    Only users with Advisor level access should be able to post manual journals; or have another permission setting so that we can turn the ability to post journals on or off depending on the user's skill level (some clients we work with would understand the concepts, but the majority do not even though they think they do).

  • MANOHARAN DILUKSHAN commented  ·   ·  Report

    Yes Journal access should have a separate control. Even some standard and advisor users should not have access to Journals.

  • Sejel Padyachie commented  ·   ·  Report

    Payroll journal when posted to Xero should not be open to be edited by any staff but limited to senior access or a double approval process. I find that junior staff can and have edited journals coming in from Simple pay on Xero which we only pick up at year end when doing a salaries recon

  • Thomas Davies commented  ·   ·  Report

    Yes we also would need this (and am surprised it's not an option already). It's an expectation of our auditors, that there is separation in responsibilities. One team member can enter and create journals in draft form; a separate team member approves manual journals. It would seem sensible to split that between Standard and Advisor roles.

  • Brian Prawisda commented  ·   ·  Report

    We need to restricted our user who have standard access, to only drafting manual journal entries and not to post them.

  • Abdul Khan commented  ·   ·  Report

    This is so organisations can allow the employees to only make manual journal draft entries and not to post them.

  • Andhika Sambuaga commented  ·   ·  Report

    I need my team to be able to see Balance Sheet, Profit/Loss of the operations; however most of the users must not be able to create/post manual journal. Could Xero please add this function ? Thanks!!

  • Alex Pupping commented  ·   ·  Report

    Preparer versus Approver roles to allow for review and approval of journal entries and prevent editing of entries without approval. Lack of approval poses an internal control issue.