Onboarding Next Steps

Now you’re on board with us, you will need to provide us access to your various software platforms and we have detailed some of those platforms below for ease of reference. Please follow the instructions for each platform we have discussed and if you have any queries please let us know.

Here’s how to add us to;

Xero

  1. Log into Xero
  2. In the top left corner, click on the dropdown list on your Company Name and click ‘Settings’
  3. Under the General colum, click ‘Users’
  4. In the top right corner, click ‘Invite a User’
  5. Enter the requested details as follows; Alexis Charkiw and email is practice@rightclickaccounting.com
  6. Under Business and Accounting ensure to select the ‘Advisor’ role.
  7. In the check boxes ensure ‘File MTD VAT returns’ is selected and also ‘Manage Users’. We will only use ‘Manage Users’ for our own team and will ask your permission beforehand.
  8. Click ‘Send Invite’
  9. For more details the Xero guide can be found here.

Stripe

  1. Log into Stripe
  2. In the left column click ‘Settings’
  3. Scroll down to Business settings and in the middle section under Team and Security, click ‘Team’
  4. On the right click ‘+New Member’
  5. Enter the email address ‘[email protected]’ and select the ‘Administrator’ role
  6. Click ’Invite’
  7. For more details the Stripe guide can be found here.

Paypal

Adding a user is only available for Paypal Business Accounts.

  1. Log into Paypal
  2. Follow the Paypal guide can be found here.

Dext

  1. We pay for a Dext Partner account and we will sent up your Dext Prepare.
  2. You will invite you in via email and mobile.
  3. You will need to activate this and create a password in order to send us your paperwork.

Go Cardless 

There are two versions of Go Cardless. There is Go Cardless and Go Cardless for Xero. The instructions are slightly different so we have listed both below;

If you’re using using Go Cardless for Xero

  1. Log into Go Cardless
  2. In the left column select ‘Go Cardless for Xero’, it will prompt you to sign in again
  3. In the left column select ‘Settings’, ‘Company Settings’ then click ‘Team’
  4. In the right corner click ‘Invite your Accountant’
  5. Enter email address as [email protected]
  6. Click ‘Invite Accountant’
  7. For more details the Go Cardless for Xero guide can be found here.

If you’re using using Go Cardless (without Xero)

  1. Log into Go Cardless
  2. In the right corner click ‘Settings’ and ‘Team’
  3. Click ‘Add new user’
  4. Enter the field required with Alexis Charkiw and email [email protected]
  5. Scope, select ‘Administrator’ and ‘Create User’
  6. For more details the Go Cardless guide can be found here.

Etsy

Unfortunately Etsy does not allow you to add users. Therefore, if you use Etsy in your business, we will ask you to forward us the monthly CSV reports. To do this;

  1. Sign into Etsy
  2. In the top right corner, click ‘Shop Manager’
  3. In the left column click ‘Finances’ and ‘Payment Account’
  4. Scroll to the bottom and click ‘See all monthly statements’
  5. Select the month and year required.
  6. Scroll down to All Activities and on the left side click ‘Generate CSV’
  7. Etsy will email the CSV and you will need to download it within 7 days.
  8. For VAT registered companies you will also need to go to VAT reporting and download the VAT statement relating to that month. This will download automatically, it is not emailed.
  9. For more details the Etsy guide can be found here.

If there are any other systems required, we will ask you for this at the time of onboarding.

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