How to Activate Cash Coding With Standard Permission in Xero

Quick summary

To activate Cash Coding in Xero with Standard permission, an admin navigates to Settings, opens the Users panel, and enables the Bulk Reconciliation and Statement Line Editing (Cash Coding) option for the relevant user. This grants the user access to Xero's fast bank reconciliation feature without requiring elevated permissions.

Steps

1. On the Xero main dashboard, navigate to the top-left corner and click the Company tab.
2. Choose Settings from the list of options.
3. Find and select the Users option.
4. Locate the user whose permissions you want to edit, then click the More Options button next to their name.
5. Click Change Permissions to proceed.
6. Under the Standard permission, find Bank Accounts and Balances and tick the radio button beside Bulk Reconciliation and Statement Line Editing (Cash Coding).
7. Click Update Permissions to apply the changes.
8. The Cash Coding feature is now activated instantly in your Xero account.