Inviting SMART Business Solutions to Xero

HomeLearning CentreVideos & Webinars

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. 


Need help?

We're always here to help our clients. Contact us on 03 5911 7000 if you require assistance with setting up our access to your Xero file.


CALL US CALL US


21 Nov '23

How to Register a Business for Paid Parental Leave in the ATO Portal


READ MORE READ MORE
21 Nov '23

How To Set Up and Process Paid Parental Leave in Xero


READ MORE READ MORE
28 Sep '23

Redundancy: The Next Steps To Manage and Protect Your Finances

ONLINE WEBINAR
28 September 2023 // 12:30 - 1:30p.m.

In today's ever-changing economic landscape, facing redundancy can be daunting, impacting both your financial and emotional well-being. This webinar is tailored to address these concerns, offering practical insights and strategies to navigate the complexities of redundancy and secure your financial future.


READ MORE READ MORE
9 May '23

PCG 2021/4 ATO Tax Ruling Professional Firm Profits - Sample Report

Effective at 30th of June 2023, our sample PCG 2021/4 report uses Dr. Nicole Smart as our example. 


READ MORE READ MORE
27 Apr '23

Insurance (Minus The Bull)

ONLINE WEBINAR
27 April 2023 // 12:30pm
Let's face it, insurance is not the most exciting topic. In this webinar we'll offer guidance on how to compare different insurance policies, assess your risk, read beyond the marketing and how to get the most value for your money.


READ MORE READ MORE
13 Apr '23

Xero Personal Cashbook: How to edit your chart of accounts


READ MORE READ MORE