To invite Fullstack Advisory into your Xero account, you must invite our group account, as the top level holder of Fullstack's Xero account (as per the below steps). Once our team has accepted the invitation, we will add the rest of the Fullstack Advisory team to your Xero file.
Please follow these steps to give us access:
- Log in to your Xero organisation
- Copy and paste this into your browser’s address bar:
https://go.xero.com/Settings/Users/Invite - Enter Fullstack Team for first and last name, and taxteam@fullstack.com.au as the email address
- Tick these, so that it looks exactly like the below image:
- Projects > Admin (even if you don’t use it)
- Payroll Admin
- Business and accounting > Adviser
- Bank Account Admin (only if we’re engaged for bookkeeping)
- Manage Users (Very important)
- Click Send invite
And you’re done! Xero will send us an email to let us know that you’ve given us access.
Note: Only users with Standard or Adviser user roles with Manage Users access will be able to invite us. If you don’t have access to this area, please contact the person who pays for your subscription and ask them to give you access to this area.
Tip: We recommend that the business owner hold the subscription for Xero, that way your data cannot be held ransom by anyone!
Legal: By inviting us in, you agree to allow us to give access to staff and any necessary third-party apps, so that we can provide our services as agreed in the proposal(s). Don’t worry, your data is covered under our privacy policy and will never be shared with any external parties without your explicit consent.