How to Grant Access to Your Xero Ledger

Here’s how to grant us access to your Xero ledger:

1. Log in to Xero
   Go to xero.com and sign in to your organization.
2. Go to Settings > Users
   Navigate to Settings, then click Users.

3. Click “Invite a User”

   • Give us a name like AHX Advisors
   • Enter our email: admin@ahxadvisors.com.au
   • Select Payroll admin & Business and Accounting
   • Choose the Advisor access level
   • Select Can invite new users, edit user roles, and delete users. This allows us to assign an advisor.
4. Send the Invitation
   We’ll receive an email and accept the invite.

🧠 Tip

If you’re unsure about granting permission to invite, edit, or remove users, simply leave this unchecked. We’ll reach out if additional user access is required.