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.

Our onboarding calls require an Administrator (or someone with sufficient permissions) to be present in the call. The following is what we require this user to have access to:

If no attendees have permission to do the above, the call may be rescheduled.

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.

The following Xero versions are supported by the Companion App:

Browser support (minimum versions):

Operating systems (minimum versions):

Minimum screen resolution: