# Who can see and change bank accounts and transactions

_Skileo Accounting › Bank · Who can do this: Business owner, Member_

The Business owner can do everything. A Member needs the Bank permission: View to see accounts and transactions, Edit to connect, sync and delete, and also Invoicing on Edit to match.

## “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](https://www.skileo.com/help/en/who-can-see-finances).


## Common questions

### Why doesn't a Member see Match as payment?

They need “Invoicing” set to “Edit” as well as “Bank”.

### Can a Member restore a deleted account or transaction?

Yes, with “Bank” set to “Edit”. See [Restore a deleted item](https://www.skileo.com/help/en/restore-deleted-items).

### Do my clients or employees see my bank?

No. Only the bank details you put on an invoice or a quote.

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https://www.skileo.com/help/en/who-can-see-bank · Updated: 2026-11-09