How to invite
Business Angels to Xero.
Instructions
In order for us to provide a quote for your accounting and/or bookkeeping work, we require access to your Xero file. This is only temporary, and if you decide not to engage with Business Angels you can easily revoke this access.
We take privacy seriously, and so, everything in your books stays between us. Enabling access to your subscription is easy, and only takes 6 simple steps.
Quick Steps (or follow the diagram steps below)
To invite us into your Xero file, go to Settings > Users > Invite A User. Please invite Kate O’Mara ([email protected]) as a Business Advisor with Payroll Admin access.
Step 1: Log in to your organisation on Xero.
Step 2: Click on your organisation’s name and then select Settings in the dropdown menu.
Step 3: Click on Users.
Step 4: Click Invite a User to enter the new user’s details.
Step 5: Enter Kate O’Mara for the name and [email protected] as the email address.
Its up to you how much access you’d like to provide us with at this stage. Ideally, we’d like the following access:
- Payroll Admin
- Business and Accounting > Adviser
- Manage users (not mandatory, if you do come on as a client we will request this at a later date)
Step 6: Click Send Invite to complete the process.
Thank you. We’ll accept the invitation and review your Xero file ASAP.