Invite The Modern Way as an Advisor to Xero

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We would love to help you with your accounts, but first we need access to your Xero organisation to have a look under the hood.

Follow these 8 steps to invite us into your Xero file

1. Log in to your organisation on Xero

2. Click on your Organisation name then go to Settings

3. Click on Users

Only users with Standard or Adviser user roles with Manage Users access will be able to invite new users.

4. Click ‘Invite a User‘ to enter details for a new user.

5. Enter The Modern Way  for the name, and as the email address.

6. Select Business and Accounting and choose the Adviser role, then tick ‘Manage Users

7. Select Payroll admin

8. Click Send Invite

Anything we see in your Xero file, stays between us. If privacy is a concern, we are more than happy to provide you with a Confidentiality Agreement.