Invite us to be your Xero Advisor

Thank you for engaging with AustAsia Accounting Services Pty Ltd. The next step is to invite us to become your Xero Adviser.

As a Xero Certified Advisor and Partner we are fully qualified to manage all of your book keeping, tax and business processes. This saves time, reduces errors and lowers overall costs.

As your Xero Adviser we will:

• Review your financials in real time, managing the growth of your business and/or investments
• Ensure your Xero information and settings are in order
• Ensure your business and/or investments adhere to all compliance requirements

Inviting us to become your Xero advisor is easy. Simply follow the five steps outlined below.

1. In your Xero file, click on your Xero entity name on the top right of the menu bar, and select Settings from the dropdown menu.

2. In the Organisation Settings menu, select Users.

3. In the Users menu, select Invite a user.

4. In the Invite a User menu, please enter the details below in the corresponding fields:

• First Name: Simon
• Last Name: Chesson
• Email: bookkeeping@austasiagroup.com
• Please tick Payroll Admin (this allows us to assist you with any payroll related matters)
• Please tick Business and accounting, and select Adviser, then tick the following checkbox below.
• a. Bank account admin (this allows us to add and edit bank account details for customers and suppliers depending on your Xero subscription, and services required from AustAsia Accounting Services Pty Ltd).
• b. Manage users (this allows us to manage our practice staff access).
• Then, click Send invite.

Click here to download this article in PDF format.

If you require any assistance, please don’t hesitate to ask to contact the AAG team on (08) 9227 6300 or email clientservices@austasiagroup.com. We’re here to help.