It is very easy to activate cash coding with Standard permission in Xero. Here’s a short guide on how to do it:
- On Xero's main dashboard, navigate to the top-left corner. and click the 'Company' tab.
- Choose 'Settings' from the list of options.
- Following that, find and select the 'Users' option.
- Locate the user whose permissions you want to edit and then click the 'More Options' button next to it.
- Subsequently, tap 'Change Permissions' to proceed.
- Under the Standard permission, find Bank Accounts and Balances and tick the radio button beside the 'Bulk Reconciliation and Statement Line Editing (Cash Coding)' option.
- Once done, click 'Update Permissions' to apply the changes.
- After completing these steps, the cash coding feature will be activated instantly in your Xero account.
