Who can see and change bank accounts and transactions

Business owner

The Business owner sees every bank account and transaction and can do everything with them.

Member

A Member needs the Bank permission, which the Business owner gives in Settings, Members. It covers both Accounts and Transactions.

• View: see Bank in the menu, the accounts and the transactions, filter, search and export the lists. Also the Cash and To reconcile cards of the Dashboard.
• Edit: also add, connect, reconnect, change and delete accounts, sync, and delete transactions.
• To match a transaction, create a record from it or undo a match: Bank and Invoicing, both set to Edit. The same goes for Match to transaction on an invoice.

A button they may not use doesn’t show.

Other permissions the bank screens use

• To add a contact from the record form, with the plus button: Contacts set to Edit.
• To choose a bank account in the payment details of an invoice or expense: Bank set to View. See Who can see and change finances and invoices.

Common questions