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2 results found

  1. Dual login for partners/BAS Agents

    Dual Login option for Partners

    Under user drop down have another profile for partners and BAS Agents to use in client Xero accounts that do not have BAS Agent details attached.

    This will allow agents to view client BAS for clients they are not the BAS agent for.

    Currently BAS agents cannot see BAS for clients that have connected to ATO directly with their business credentials.

    This would replace the current work around of adding another user with different email for the Partner to assist clients with BAS settings etc.

    1 vote

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    0 comments  ·  User permissions  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  2. Login - Use backup email or phone for confirmation of suspicious login

    you should be able to confirm your account with a secondary email. I got locked out of my primary email, and Xero thought my normal log in was suspicious. I had not way to confirm my account. I have a secondary email. What is the point of the secondary email if there is no way to use it to confirm my account? Or use my phone for a text confirmation.

    7 votes

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    2 comments  ·  Login  ·  Admin →
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