New Process for Setting Up Xero Licences

Hi Team,

To improve efficiency and ensure consistency in how we manage Xero licence setups, we’re implementing a new centralised process.

What’s Changing?

Previously, Xero licences may have been set up on an ad hoc basis by various team members. Going forward:

✅ All Xero licence requests must now be submitted via a new form on the Intranet
✅ The Cloud Team will handle all Xero licence setups from start to finish

How It Works

1. Access the new Xero Licence Request Form
   This can be found on the Loop under the new Xero set up button.
2. Submit the form with all required client and subscription details
   Please include any relevant deadlines or special access requirements.
3. The Cloud Team will process the request
   They’ll handle the setup, assign the licence to the correct office, and confirm once the account is ready to use.

Why This Matters

• Ensures all Xero subscriptions are set up accurately and consistently
• Improves visibility and tracking of all active licences
• Frees up your time so you can focus on client work
• Allows the Cloud Team to monitor and manage software usage and costs more effectively

Questions?

If you have any questions about the new process or run into issues with the form, please reach out to the Cloud team.

Thanks for your cooperation as we continue to streamline our internal systems!