1. Log into Xero
2. Navigate to the "General Settings" and select "Users"
3. Click on "Invite a User" and invite us with "Advisor" permissions
First name: Flow
Last name: Finance
Email: Please use your account specific FlowFi email address!
4. Click on "Save", this will send us the invitation
*Use the provided alias email when prompted, replacing customername@flowfi.com with the specific email we’ve shared with you.