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1 result 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.

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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 🙂

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