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  1. User Roles: Restrict access to manual journals

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    10 comments  ·  Users & setup » User permissions  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate wanting more control of which users have access to manual journals.

    As you may have seen we've recently released new reporting permissions so you can grant access to Sales Reports or Purchase Reports only, without opening the full Reporting Centre.

    At this stage we don't have plans for developing an incremental permission for Manual Journals, however we're continuing to keep a close eye on ideas in the these forums as our permissions journey evolves. I'll be sure to update if there's any news.

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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  ·