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We would love to assist, but first we need access to your Xero file to have a look under the hood
To enable this, can you please give us Advisor role with Manage User rights? This allows us to complete any requested tasks. Anything we see in your file stays between us. If privacy is a concern, we are more than happy to sign a confidentiality agreement.
1.
Log in to your organisation on Xero
2.
Click on your Organisation name then go to Settings.
3.
Click on Users
Only users with Standard or Adviser user roles with Manage Users access will be able to invite new users.
4.
Click 'Invite a User' to enter details for a new user.
5.
Enter your accountant's first and last name, and email (______@bbh.com.au) as the email address.
6.
Press Continue and send an Invite
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