Xero scopes by use case

Detailed guidance on access scopes required for the Xero partnership certification

Checkpoint 7: Scopes, part of the Xero App Partner certification program, requires that apps have the minimal access to data as required by their use case.

To comply, you must define the access scopes you need for your intended use case. During the app review, Xero will ask you to justify your use of scopes and explain why you are accessing the related data.

We have mapped out the Xero scopes that apply to each specific Codat use case in the table below. You will also need these scope regardless of the use case:

• offline_access
• accounting.settings

Xero Partnership Type	Codat Use Case	Suggested Xero Scopes
Financial Services - Bank Feeds	Reconciling bank transactions	bankfeeds
Financial Services - Lending	Lending - Loan qualification	accounting.reports.read accounting.transactions accounting.contacts accounting.attachments accounting.reports.bankstatement.read
Financial Services - Lending	Lending - Invoice finance	accounting.reports.read accounting.transactions accounting.contacts accounting.attachments accounting.reports.bankstatement.read
App Store and Financial Services - Bank Feeds	Managing expenses	accounting.transactions accounting.contacts accounting.attachments bankfeeds
App Store	Dashboarding	Read-only configuration required. Please work with your implementation specialist to configure scopes.
App Store	Automating payables	accounting.transactions accounting.contacts accounting.attachments
App Store	Automating receivables	accounting.transactions accounting.contacts accounting.attachments
App Store	Integrating commerce data	accounting.journals.read accounting.transactions accounting.contacts
App Store	Managing payroll	accounting.journals.read accounting.transactions