What do you need to have in order to add and post manual journals in Xero?

To add and post manual journals in Xero, a user must have either an Adviser role or a Standard user role with access to all reports. This requirement is in place because posting manual journals typically involves making significant changes to the financial records, which should be restricted to users with a higher level of access and responsibility.

The Adviser role is designed for users who need comprehensive capabilities to manage the accounting aspects of a business, including more complex transactions like manual journals. Additionally, the Standard user role with access to all reports is granted a level of access that allows them to perform tasks that might have implications on reporting and financial data integrity.

Other user roles, such as the Standard user role without full report access, may have limitations on what they can do, particularly regarding sensitive tasks like posting manual journals. This safeguards the financial data and ensures that only those who are adequately trained and informed can make such changes. Hence, having the right user role is crucial for managing financial actions responsibly within Xero.