How to invite Smart Business Solutions to Xero for existing subscribers.

In order for us to manage your accounts effectively, you need to provide us access to your Xero file by giving us the Adviser role with Payroll Admin and Manage User rights.

We prefer you to invite our specific ‘subscriptions’ email address to Xero as we have created this separate email account to enable us to manage the access to your Xero file within the firm.
This approach also provides security to your Xero file, ensuring that only authorised representatives of SMART Business Solutions will have access to your financial information.

Enabling access to your subscription is easy, and only takes 6 simple steps. 

Step 2

Click on your organisation's name and then select Settings in the dropdown menu. 

Step 5

Refer to the corresponding screenshots:

1. Enter Smart Business Solutions for the name.
   First Name: Smart 
   Last Name: Business Solutions
2. Enter subscriptions@smartbusinesssolutions.com.au as the email address. 
3. Select Payroll Admin, Business and Accounting and choose the Adviser role, then tick Manage Users.