XERO USER INVITATION INSTRUCTIONS
How to invite us into your Xero file
An invitation will need to be sent to xero@aimtaxservices.com.au with access to all areas of your file as an Admin/Advisor.
To do so, please follow the below steps.
Step 1 – Click on your business name in top left corner.
Step 2 – Click on settings
Step 3 – Click on Users
Step 4 – Click on Invite a User
Step 5 – Enter my details as per the image below
STEP 1 – Click on your business name in top left corner
STEP 2 – Click on settings
STEP 3 – Click on Users
STEP 4 – Click on Invite a User
STEP 5 – As per images
1.Enter my details and user access
- First Name – Amy
- Last Name – Dutoit
- Email – xero@aimtaxservices.com.au
2.Tick
- Projects – Admin
- Expenses – Admin
- Payroll – Admin
- Business and Accounting – Advisor
- Bank account admin
- Submit BAS
- Manage users
Click Submit