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Managing all of your clients in one place with Xero HQ

Posted 1 year ago in Product by Shehan Bala
Posted by Shehan Bala

Xero HQ, the successor to My Xero Partner Edition, will be available to all our accounting and bookkeeping partners for opt-in from late November. For more information on the full feature set, refer to our announcement blog here and the the blogs on the activity feed and explorer features. In this blog we take a look at the client management feature.

No matter where your clients came from, it makes sense to keep all their information in one simple location. And now it will be, thanks to Xero HQ and the client list feature.

Xero HQ aims to be the one place where you manage all of your clients’ information, no matter where it originates. This prevents you from having to make the same changes in different applications within the Xero product ecosystem.

Our new feature effectively streamlines your client management process and puts their information front and center. For more info, check out our video.

client_list_with_banner

All of your clients in one place

You can see and maintain your entire list of clients in the Xero HQ client tab. Once there, you can search for a client, or use the Business Structure and Xero Subscription filters to see similar clients quickly.

You can also create your own client groups, for more flexibility around how you segment and work across your client base.

client_list_add_to_group

Creating a new client is easy. You only have to provide a few essential pieces of information in order to set them up in Xero HQ.
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Once you’re ready to start using Xero for one of your clients, simply click the new Connect to Xero button to begin the setup process.
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Importing your Xero Practice Manager clients

If you use Xero Practice Manager, you can import your Practice Manager clients into Xero HQ. Once imported, it will automatically detect any duplicate client records and let you merge them.

Client details and activity

The client details view in Xero HQ provides a comprehensive view of your entire relationship with a client. On launch it will allow you to view a client’s contact information, ongoing activity and notes, but there’s more coming!
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Client notes

The client notes feature lets you to record pertinent information about a client and makes it visible to anyone with access.

Notes can be tagged for categorization purposes like GST, year-end activities, advisory, etc. You can choose from a selection of default tags, or create your own. You can also filter the notes view by a specific tag.

Finally, notes can be pinned so that they always appear at the top of the list. By default, notes are ordered based on the date they were created, with the newest ones appearing first.
client_list_client_notes

We’re just getting started

Soon after launch you will start to see further enhancements to the content of the client record beginning with the addition of tax information.

The next key feature will be the introduction of relationships to Xero HQ. This lets you set up relationships for each of your clients, including their contacts, directors, shareholders and partners, among others.

As always, we’re keen to hear what you think, so please share your thoughts below.

8 comments

Alex Nothling
November 16, 2016 at 11.25 am

Looks like this is heading towards having CRM functionality. Is it planned to be able to send out bulk and automated communications, track opportunities, etc?

Rob Moore
November 19, 2016 at 12.48 am

When will xero create onboarding web forms for new clients of all industry types so new clients can complete data fields and upload specific documents needed to then push the data into XeroHQ

Valerie S. Johnson
November 21, 2016 at 6.14 pm

yes!

Valerie S. Johnson
November 21, 2016 at 6.14 pm

When is this launching!? I want it!

Neill Fraser in reply to Valerie S. Johnson
November 23, 2016 at 8.42 am

We’ll have it live for you next week Valerie!

Cathy
November 25, 2016 at 12.03 pm

Sounds fantastic – no more going to different apps to get client details for those not on Xero

Trevor schoenmaekers
November 30, 2016 at 9.25 am

Does the intergration to XPM go both ways. Ie create a client or group in HQ will it add the client details to XPM

Chloe Martyn
November 30, 2016 at 8.45 pm

Hi Trevor

I am wondering this as well! I just clicked the “Merge with XPM” function and now have double ups showing…. wondering which information I should go with.

Thanks

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