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Improving access to your client information in Xero HQ

Posted 5 years ago in Product by Nick Campbell
Posted by Nick Campbell

Updated on 17th June 2021

We have an exciting vision for our practice products over the next 12 months and beyond. To realise that vision, we need to think hard about the features that aren’t adding value to your practice, and those that need more of our focus.

One of our biggest goals is making the ‘Clients’ page your single source of truth for client information in Xero HQ. To support this, we’ll be turning off the ‘Activity’ page in Xero HQ from mid-August 2021. In the meantime,  you may notice that some Activity alerts aren’t up to date.

Focusing on features you value

Our research and conversations with Xero partners has found that usage of the Activity page is low and many feel it doesn’t add much value. So we’d like to put our resources towards features you use every day, and new practice tools that we know you’re excited to see in Xero HQ.

For example, we’ve recently added a column you can add which shows unreconciled items for each client, and we’ll continue to add more detail to this view so you can action things quickly. We’ve also developed customised COA templates, and improved the way you manage clients in Xero HQ.

 

Listening to you

Turning features off isn’t a decision we take lightly. Every feature represents countless hours of development, care, and attention from our teams. We spend a great deal of time talking to customers and pouring over data, to make sure we’re doing what’s best for you and your practice. 

We’ll continue to keep you updated on the exciting changes taking place in Xero HQ in the months ahead. In the meantime, we’d love your thoughts on this change and encourage you to reach out if you need support.

13 comments

Neethu Stephen
November 4, 2016 at 10.33 pm

This looks state of the art, one of the things I love the best about Xero is it’s forward thinking ability. Fantastic approach to a changing tech scene!

Debbie
November 7, 2016 at 4.19 pm

Love the new innovative thinking – well done Xero!

Scott Bradshaw
November 10, 2016 at 11.51 am

Will clients get their own activity feed? Many of ours use Xero well and complete their own payroll and vat, but would benefit from timely reminders and prompts.

John Baumann
October 18, 2017 at 5.38 am

This is how Xero is raising the bar for accounting software – making the process more coherent and simple. Xero is the leader in the Lean Accounting Principles!! Thank you!!

Antonia
July 1, 2021 at 6.14 pm

Disappointed to learn that the activity feed is going. Unless something changes, there is information currently available in the activity feed which is not present in the client tab – bank accounts where actual & Xero statement balances disagree, notifications from Dext / Xero ask, payroll reminders activity statement information. The ‘payroll’ tab is not a good replacement either, as there is no ability to delete notifications without switching off all alerts for the client. I have erroneous STP notifications hiding current payroll info.

Beeny Atherton in reply to Antonia Xero
July 8, 2021 at 1.36 pm

Hi Antonia. I’m sorry to hear that you are disappointed that the activity feed is going but thanks for sharing your thoughts with us, which I will pass on to my team here.

Ian Grice
July 22, 2021 at 1.15 am

I agree with Antonia, very disappointed, I use the activity feed to view vat returns and payroll, is there anywhere that Xero will show pending payroll, I know it has the vat section but never seems to work that well, links broken etc

Anna Christmas-Cotter
July 31, 2021 at 2.13 am

Completely agree – how frustrating – Xero really going downhill yet again!

Beeny Atherton in reply to Anna Christmas-Cotter Xero
August 3, 2021 at 4.10 pm

I’m so sorry to hear that you feel that way, Anna. I have passed your feedback on to the rest of my team.

Joanne Ball
July 22, 2021 at 8.50 pm

I rely on the activity section to ensure that my clients accounts are being checked without me having to physically check that the bank accounts balance or that they have processed their VAT return and run the payroll correctly.
This is something that I will really miss and have relied on for many years.
Hopefully your tech people will add these to the clients page

Beeny Atherton in reply to Joanne Ball Xero
July 27, 2021 at 3.24 pm

Hi Joanne, sorry to hear that you’ll miss the activity section – however, you can use the VAT section in Xero HQ to help keep on top of your MTD VAT clients. If you need help or more information, please reach out to our Support Team, who’ll be more than happy to give you a hand.

Flynn
July 23, 2021 at 11.21 am

I’m with Antonia!
The Activity tab is a fantastic place to spot payroll runs that need doing – or to remind the client, along with the other great points already noted.

In my experience as an employee in a larger firm, the Activity tab is absolutely under-utilised. Possibly because there’s less client ownership and more of a job-by-job approach so the proactive/reactive view doesn’t add value to those concrete workflows.

In my own small practice however the Activity tab is my favourite starting place. I can spot things that need doing right now.
It’s been valuable in making me look super alert, even for clients that prefer to do most of the work in their own subs.

I’d love to see the Activity tab features merged over to the Clients tab.
Give users the option to toggle it per alert type and overall of course, but sort clients so those with alerts are at the top. A small indicator can say “Payroll” or “Bank” etc., and clicking it could expand out a more details view with hide and action buttons.

Tom Beswick
August 19, 2021 at 8.41 am

Activity was handy at times – particularly for spotting GST’s not done so we can remind clients. Also keeping track of Xero Workpapers assigned to me.
Afraid I haven’t seen anything in the Clients tab that I think I would use that isn’t already part of XPM
Not sure why Xero would take functionality away without replacing it – even if it isn’t used all the time

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