How to give us access to your Xero file

If you need to give us access to your Xero file, you can do so by following these simple steps below:


1. Click on the main menu (your xero file name) then choose Settings.

2.  Select Users, then click the green invite a user button: and complete at follows:

Please invite us using the following details:

Tina Kirwan

Please ensure we have the following access:

  • Projects and Expenses (if applicable)
  • Payroll Admin
  • Business and Accounting
    • Advisor
    • Bank Account admin
    • Manage Users Access


4.  Click: Send Invite


Done!  We will receive an email and will be in touch with any questions.  

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