For most of our clients, the first step to take your bookkeeping from stress to success is for us to have a look at your existing Xero account and work out exactly what needs to be done.
In order to do this, you can give us secure access by adding a new user to your account. Rather than sending over your login details, which can create security issues online, we prefer that you follow our step by step guide, ensuring that any activity in the account is accountable to a specific user, and so that you retain control over access throughout our partnership.
If access levels and adding users seems a bit complicated, then fear not. We’ve put together some handy explainers that will give you a crystal clear idea of what kind of access your assigned accountant will need, and how to give it to them.
What access level should I give my accountant?
Xero has three different access levels: Read Only, Invoice Only, Standard & Advisor.
Generally your accountant will be able to complete a comprehensive audit with either Standard or Advisor access levels. While it is possible to get an idea of your account’s health with Read Only access, certain features of the account are limited so we always recommend the latter two access levels.
If you are interested in our Payroll service, or are already using Xero’s Payroll features, it is essential to select the Standard or Advisor access levels, as Read Only access will prevent your advisor from assessing this part of the account.
The other crucial point is that Read Only access does not allow your advisor to check the global organisation settings, which is one of the most important parts of your health check.
How to invite a new user to your Xero account
Giving our advisors access to your account is easy. Just follow the following simple steps.
- Go to Settings, then click General Settings.
- Click Users.
- Click Invite a User.
- Enter Pocket as the first name, Bookkkeeping as the last name and email@example.com as the email address.
- You can choose Adviser or Standard for the role and tick Payroll Admin.
- Click Continue.
- Enter an email message or use the default text, then click Send Invite.
Can’t I just give you my login details?
It’s not recommended to send sensitive usernames and passwords over the internet without using a secure password management software. However, if you are stuck and struggling to share access to your account, one of our team will happily hop on a telephone or Skype call and walk you through the process step by step.
If you have limited access to a computer then we can grant access over the phone, but you would be required to share your login details in a call.
What if my employer requires an NDA?
We operate on a strict philosophy of transparency and trust. It’s our number one value. Although most of our clients do not require us to sign a non-disclosure agreement, we are happy to do so if it is your company’s policy. We take the privacy and security of your account seriously, and are therefore more than happy to have an open and honest chat about your processes.
If you do have any concerns about your account, or need personal assistance in sharing the correct level of access with our team, don’t hesitate to contact us at firstname.lastname@example.org or via our contact form.