Pre-Onboarding Checklist (Xero)

prior to joining the onboarding call, please follow the below steps to ensure the installation process runs smoothly any missed steps may result in the onboarding call being rescheduled to a later time bring an administrator our onboarding calls require an administrator (or someone with sufficient permissions) to be present in the call the below is what we require this user to have access to do grant access to third party extensions if no attendees have permission to do the above, the call may be rescheduled have the invitation email handy you should have received an invitation email from your bank with links to the companion app ensure that at least one person attending the call has access to this email confirm your xero version the following xero versions are supported by the companion app us early, growing, established canada starter, standard, premium confirm you meet hardware & software requirements browser support (minimum versions) chrome 65 firefox 66 safari 12 edge 79 operating systems (minimum versions) windows 7 macos el capitan minimum screen resolution 1200x800px