XeroConnect

Invite Vault to Xero

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 take privacy seriously, and so, everything in your books stays between us. Enabling access to your subscription is easy, and only takes 6 simple steps.

Step 1: Log in to your organisation on Xero.

Step 2: Click on your organisation’s name and then select Settings in the dropdown menu.

Step 3: Click on Users.

Step 4: Click Invite a User to enter the new user’s details.

Step 5:  Enter Vault Business for the name and xero@vaultbusiness.au as the email address. Select Payroll AdminBusiness and Accounting and choose the Adviser role, then tick Manage Users. See screenshot for reference.

Step 6: Click Send Invite to complete the process.

Vault Business Advisors is now The Accountants