Invite your accountant (GoCardless for Xero)
You are able to provide your Accountant with access to your account:
- Open up the Settings section in your left menu bar by clicking the plus sign (+)
- Open Company Settings
- Select Team
- Click Invite Your Accountant in the top right
- Enter your Accountant's email address in the field provided
- Then click Invite Accountant
Revoking Access
If you need to revoke account access for your Accountant, such as when changing to a new Accountant or bringing this role in-house, you can do so by clicking the red button on the right of their entry within the Authorised Partners section.