Remove the actions you don’t want to see and setup custom actions for others. Don’t need to know right now which of your clients has incomplete bank reconciliations to address? Don’t want to know about any GST or VAT deadlines? Or, say, you only want to be alerted when a client’s bank reconciliation lines hits their threshold? You can set up customized actions that alert you automatically.
Hi Mitchell, on launch notes will be able to be recorded against all of your clients within Xero HQ and tagged by type however this will not currently extend to time recording or functionality of that kind. Client list – view a list of all of your clients. Create new Xero organisations for clients not already on Xero.
It’s now a rare sight to see wall-to-wall storage systems, paper files, and mountains of photocopying when all of that data can live inside your accounting platform, easily accessible and easily manipulated. An immediate problem I’ve come across with Xero HQ is it doesn’t let me go directly to a client if they don’t appear on the Activity page or on the recently visited drop down. Is there a way to make it to default to the Clients list as the first page. I’m not really interested in the Activity page, I maintain a list elsewhere with what I need to do, so it’s just a page a click away from. The explorer page shows apps in use a few data sets but we stopped using a few years ago. Very useful information so went into each data set and successfully disconnected the apps but they are still showing in the explorer page as in use. Explorer doesn’t seem to refresh and show the current situation.
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And of course, we will be announcing partners for integration into the Xero HQ platform so that you can begin to pick and choose which connections you need to run your practice the way you want. We’re going to continue to provide you with best-in-class choices when we release a new set of APIs in 2017 to curated Xero HQ App Partners. connecting them to Xero HQ to provide an integrated ecosystem of best-in-breed tools for the accounting and bookkeeping industry. We created an open platform for our small businesses and our ecosystem now has over 500 apps. Using Xero HQ as a platform we’re now bringing that same experience to our accounting and bookkeeping partners. One of our core objectives is helping your practice grow. To achieve this, we’re equipping you with the tools you need to better manage your clients, and unlock the insights you need to provide more advisory level services.
You can keep using them in your practice and enjoy continued updates. However, Xero HQ brings a new set of benefits. We’re moving really fast in this space and we couldn’t be more excited to share our vision as we work with you to make things great. Also, the activity feed for our company is showing a lot of older actions like reconcile VAT returns for a period in 2013. We can’t wait for you to join us on this next part of our journey. Opt-in today and let us know what you think. To find more information see /hq or visit our help page.
It would be really useful if we could set certain Ask queries to recur, requests for information in particular. Look forward to seeing developments in this area. I have 200+ clients that HQ name does not match to the Xero name, and are completely unidentifiable. Without this link, HQ is pretty redundant for us. I think the original question was, Why doesn’t the HQ client list display the Org’s current display name? Hey team, so because an organisation can be managed by more than one Practice; HQ uses clients which, in the backend, aren’t quite the same as Xero Orgs.
We can look into doing this, but we would need to make sure we don’t send it if it is not truly required, eg the client has already coded all their transactions. It’s been a couple of years and this is still not addressed.
Over 2 Million Subscribers Use Xero
All the Xero HQ apps connect with Xero HQ and share data, to give you the integrated solution that’s right for you. With Explorer get the insights you need to better understand your clients. Easily see which apps your clients are using, how they relate to the industries they’re work in and their banking relationships. Use this to increase your knowledge in the apps that matter most to your clients get the most out of your advisor listing in the new advisor directory by tagging your clients to the correct industry groups. As an opt-in platform, Xero HQ will continue to evolve as we bring features across from My Xero Partner Edition. Soon you can expect to see more integration with Xero, easier access to information and resources to help you grow your practice, and a complete revamp of staff and permission management. We’ll also be building more integration with Xero Tax for our customers in Australia and enhancing the type of alerts you see in the activity feed.
Easily search for clients and view all their contact information in one place. Activity feed – prioritize your work using the activity feed to see which clients need actions and when.
The most consistent feedback we get from our partners is that knowing what to do and when to do it can be a real challenge. Import all your clients from Xero Practice Manager when you’re starting to use Xero HQ. Any potential duplicates are identified so they can be merged. Explore and get insights about your clients. Then use them when promoting and marketing your services.
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Keep track of comments added to proposals to always be in conversation with your clients and know their needs. Now it’s time to make your practice goals a reality. See how to make business an act of beautiful collaboration. the only reason i am still not using xero HQ is the time i will have to spent on it. Advisor Directory – for practice administrators; get leads with great marketing by keeping your listing updated on the Xero Advisor Directory with this improved administrative tool.
It’s like the Reports not appearing in acct # order!! We need to be able to use one system as a source of truth for customer name and contact informaton, and then have the other products derive it’s data from that – a pretty basic data warehouse strategy. Thanks for posting, Chris – I’m going to merge this in with an existing thread we have for this feature. Xero need to make it so if you change display name on HQ or Xero licence on a client it automatically updates the other one. In the future is there a chance that if a contact is updated in xero blue it will filter through to XPM and vice versa?
Completely changing the way accounting and bookkeeping businesses have traditionally operated. Set up a listing that lets businesses find you in the advisor directory on the Xero website. Working closely with Xero partners, we’ve learned which tools and apps will get you moving. Take a look at our curated selection below.
A lot of has changed in the accounting profession in the past decade. There’s now better technology, better integration, and for accounting and bookkeeping practices – more opportunity than ever.
- We created an open platform for our small businesses and our ecosystem now has over 500 apps.
- No more digging into your clients’ Xero files one at a time.
- See all your accounting and bookkeeping practice clients, jobs, queries and alerts in Xero HQ.
- Import all your clients from Xero Practice Manager when you’re starting to use Xero HQ. Any potential duplicates are identified so they can be merged.
- Gain better insight into how your clients work and use this to help up-skill your practice and build better relationships in our eco-system.
Xero doesn’t have feature to export client list and staff members. Currently, we do have 123 practice client, its painful task to review access level on each client file. It would be great if we can manage to export client list along with staff members in CSV format. Xero HQ is the platform for your practice, designed to give you the information you need, when you need it. You’ll see all of your clients data and activity in one place, as well as alerts for you like Workpapers. Dext Prepare with Receipt Bank is the simplest way to get your client data into Xero! That’s more closed deals for you and less back and forth for everyone!
Xero Hq Has Your Practice Covered
The Xero HQ opt-in beta release, available from today, delivers a set of new features designed to do this. Xero you need to fix the basics like automatic contact updates between your two Xero products. Every day multiple clients need their contact details changed. Every day accountants are faffing about with a problem desktop software solved many years ago. All we want is to update address details for the same contacts once.
