How to Activate Cash Coding With Standard Permission in Xero
- George Apostolov
How to Activate Cash Coding With Standard Permission in Xero: step-by-step guide
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.
Quick answer: To activate cash coding in Xero, navigate to the Company tab, select Settings, and open Users. Click More Options next to the desired user, tap Change Permissions, and select the Bulk Reconciliation and Statement Line Editing option under Standard permissions. Finally, click Update Permissions to apply the changes.
About this Xero tutorial
Enable cash coding instantly in Xero by updating standard user permissions for bulk reconciliation and statement line editing in your settings. This guide shows how to activate Cash Coding With Standard Permission in Xero in 8 steps, starting with "On Xero's main dashboard, navigate to the top-left corner. and click the 'Company' tab" and finishing with "After completing these steps, the cash coding feature will be activated instantly in yo...". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to activate Cash Coding With Standard Permission in Xero?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Add a Bank Account in Xero, How to Add a Credit Card to Xero and How to Add a Credit Note in Xero. Last reviewed 05 Oct 2026.
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