How Can We Help?
Granting access to Xero
In order to access your books in Xero, please follow the steps below:
Log in to Xero
In the Settings menu, select General Settings
Click Users -> Select Invite a User.
Enter [email protected] in the e-mail address field. Choose “Advisor” as the user role. Click Continue and then click Send Invite.
For more detailed instructions, click here.