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

xero@runningthenumbers.com.au

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.