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  1. User Roles: Restrict access to manual journals

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    7 comments  ·  For small businesses » Settings & user roles  ·  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. 


    Does that change your idea here at all?

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    Thomas Davies commented  · 

    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.

    Thomas Davies supported this idea  ·