To access your Xero payroll data, we'll need you to invite us as a payroll admin on your Xero account with reporting permissions. This gives us access to the payroll reports we need for your bookkeeping. Setup takes about 5 minutes.

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Access to your Xero account with permissions to manage users (typically the organization owner or a standard user with user management rights)

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1. Log into your Xero account.
2. Click your organization name, then select Settings.
3. Under General, click Users.
4. Click Invite a User.
5. Enter the following information:
   • First Name: Bench
   • Last Name: Accounting
   • Email: thirdpartylogins+your.business.name@bench.co
6. Select Payroll Admin.
7. When configuring roles and permissions, select any options related to Reports and Documents. If you're unsure which to choose, let your bookkeeper know what options are listed and they'll confirm the right selections.
8. Click Send Invite.

Please message your bookkeeper to let them know this has been completed, as the email invite link is not a monitored email.

Our team will receive the invitation and accept it — typically within one business day. You'll see Bench Accounting listed under your users once we've finalized access.

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• Payroll Admin Access — Xero Central

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