Pre-Onboarding Checklist (Xero)

use this checklist to get ready for your onboarding call having everything on hand will also help you if you decide to start the installation on your own 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 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 {{companionapp}} ensure that at least one person attending the call has access to this email confirm xero version the following xero versions are supported by the {{companionapp}} us early, growing, established canada starter, standard, premium confirm 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