Step 5 - Invite us into Xero

In this step, please consider if you want your name and logo as the preparer

Make sure you have invited us into Xero, using these steps below.

Our follow Xeros support page.

YES - I want my logo and name

1 - Steps to invite us in:

1. Xero HQ / Staff / Invite Staff
2. First name - GPFR
3. Last Name - in Xero
4. Email - gpfrinxero@gmail.com
5. Permission - Xero HQ Standard
6. TICK - “Edit report templates”
7. Invite to Xero HQ

Please keep in mind that your staff and clients won’t notice a thing. I will be working behind the scenes and won’t interrupt anyone. 

2 - Invite us into the client

1. Complete step 1
2. Xero HQ / clients / this client / 3 dots on right
3. Staff access / me / ADVISOR
4. Payroll if needed
5. Done

NO logo and name

1 - Steps to invite us in:

1. Xero / top left / business name
2. Settings / users / invite user
3. First name - GPFR
4. Last Name - in Xero
5. Email - gpfrinxero@gmail.com
6. Accounting = ADVANCED
7. Payroll
8. Done