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How To Invite An Advisor To Xero

How To Invite An Advisor To Xero

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How To Invite An Advisor To Xero

Xero is probably the most advanced bookkeeping software for construction businesses with its ease of use UI and massive marketplace that you could connect construction-specific apps like NextMinute straight into your Xero!

Why Do Accountants Ask For Access To Your Xero?

At Saint, we use software that we plug straight into your Xero to allow us to gather important information such as turnover, transactions volume, number of bank accounts, VAT scheme and even a bookkeeping health score!

With this information, we can build a proposal based on your financial information so it is bespoke to your business needs and requirements.

Is Giving Access To My Accountant Safe?

Yes, to give access to your accountant, you will have to invite them. You can ask them to clarify if they only have access to the email and it is not accessed by other team members. 

An accountant should only be gaining access to build a proposal, once this has been produced you can remove their access if you are worried.

How to Invite An Accountant To Your Xero Account?

To invite an accountant to Xero is a simple process, here are the steps involved:

Step 1 

Click the Organisation Menu at the top of the page.

Step 2

Click ‘Settings’ from the drop-down menu.

Step 3 

Select ‘Users’

Step 4

​​Click the Green ‘Invite a user’ button found at the right of the page.

Step 5

Fill in the name and email address of your accountant in the provided fields.

Step 6

Select the access you would like to give your accountant. Choosing ‘Business and Adviser’ and selecting the ‘Adviser’ option is recommended.

Step 7

Click the ‘Send invite’ button. Your accountant will now be sent an email of invitation to your Xero account.

Done! You have now invited your accountant to Xero!

How do I edit A User's Access Permissions in my Xero Account?

If your user needs a different level of access or maybe you ticked the wrong option, then Xero allows you to edit their permission level by:

Step 1 – Click on your organisation name (top left)

Step 2 – Click “Settings”

Step 3 – Click “Users”

Step 4 – Find the user's name in the list of users

Step 5 – Click the 3 dots (on the right)

Step 6 – Click the “Change permissions” option

Step 7 – Change the appropriate permission

Step 8 – Click the “Update Permissions” button

That’s it, you have edited your user's permission

How do I remove A User from my Xero Account?

If you are changing accountants, you might need to remove access to your accountants from the system as they will no longer need access. Here’s how you can remove a user from your Xero Accountant:

Here is how to remove a user from your Xero account:

Step 1 – Click on your organisation name (top left)

Step 2 – Click “Settings”

Step 3 – Click “Users”

Step 4 – Find the accountant’s username in the list of users

Step 5 – Click the 3 dots (on the right)

Step 6 – Click the red “Delete (Username)” option

And you’re done!

If you need any support in adding a new user or removing a user, reach out to our team on 020 8187 4201 or contact us through our live chat.

This article was written for Construction Insider by Saint Financial Group, a multidisciplinary group based in the UK that helps construction businesses develop and grow. SaintFG offers a range of quality solutions in supporting businesses.

Saint provides the luxury of free business consultancy for of our clients, call now for your free consultation with a friendly business advisor to discuss your burning questions and put that energy back into your business!

Written by:

Dylan O'Rourke MAAT

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