With Xero advisor access we are able to provide better support and more effectively manage your accounts. It also provides us with additional functionality that can add significant value to your business.
To give us access to your accounts, do the following:
If your accountant is the subscriber to your Xero file, you should ask for the subscription to you be transferred to you. See Accounting's dirty little secret.
Note: You must be a Standard User and have Manager User access to be able to see this button
- Click on this this link to open the Users screen.
- If you do not have access to add users to you account, you should ask whoever is the subscriber for user access.
- Click the Invite a User button.
- Enter the first name and last name of your bookkeeper, along with their All Sorted email address.
- Select the following:
- Payroll Admin checkbox
- Payroll admin
- Business and accounting check box
- Select Adviser
- Select Bank account admin check box
- Select Submit BAS check box
- Select Manage users check box
- Press the Send invite button
- Finally, let your Bookkeeper know that you have completed this step, by completing the form below (no need to send an email)
If you do not have access to add users to you account, you should ask whoever is the subscriber for user access.
For more help granting Xero advisor access, view this video.