It is very easy to give accountants access in Xero. Here’s a quick tutorial on how to do it:
- On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab.
- Choose 'Settings' from the list of options.
- After that, find and select the 'Users' option.
- Locate the user profile of your accountant, then click the 'More Options' button next to it.
- Subsequently, click 'Change Permissions'.
- Scroll down to the Business and Accounting section, then tap the 'Advisor' tab.
- Following that, review the granted permissions. If you want to add extra access, simply tick the radio button beside a specific item.
- Once done, tap 'Update Permissions' to apply the changes.
- After completing these steps, your accountant will be given the necessary Xero access.
