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Xero HQ is here!

Posted 2 years ago in Advisors by
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Today we launched Xero HQ, our new platform for accountants and bookkeepers. Xero HQ is the result of over 12 months of development and it forms a core piece of our new offering to our Xero partners. Xero HQ is the next evolution of My Xero Partner Edition. It’s designed to be the new hub for practices and their staff, delivering the information they need when they need it. We have developed the platform in collaboration with selected partners under a closed beta. Today’s release of the Xero HQ opt-in is the next step in our journey.

What is Xero HQ?

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. The Xero HQ opt-in beta release, available from today, delivers a set of new features designed to do this.

client-list

Xero HQ: Activity Feed

Take advantage of alerts in the activity feed to manage your sales tax, bookkeeping work, and day-to-day client administration. The activity feed will help you save time by showing you the items that need your attention. No more digging into your clients’ Xero files one at a time.

Xero HQ: Client List

The new client list makes it possible to have all of your clients in one place, even those that aren’t on Xero. Better yet, if you’re a user of Xero Practice Manager, you can sync your client information with Xero HQ. No more duplicate data. The new client list also offers better grouping for relationships and business structure, the ability to record all of your clients’ contact and tax information, and the power to keep notes on your clients in the same place.

Xero HQ: Explorer

With explorer, you can easily see how your clients work and what that means for your practice. Answer key questions about your client base like:

  • which industries you’re serving the most
  • what apps are most popular
  • are there apps that would be good to get to know better
  • which apps you could recommend to clients that are similar

It’s all there.

Xero HQ: Advisors Directory

With the new Advisor Directory launching in December, you can take control of how your practice is presented to the world. In Xero HQ, your listing is entirely in your control so you can make updates whenever you please. A huge part of this is the industries your client base works within and how they’re mapped, so make sure you’ve reviewed and updated these in explorer.

Xero HQ Platform

Xero HQ how it works

We know it takes more than one product to run your business. We now live in a world of integration, powered by our ecosystem partners. Our goal is to facilitate a seamless experience as you work with the systems of your choice. This allows you to run your business the way you want, without being limited by the capabilities of a single product.

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.

What’s Next

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. 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.

hq-is-live-try-hq

It’s just the beginning for us. 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. We’re listening. To find more information see www.xero.com/hq or visit our help page.

 

6 comments

Stephen Quay
December 1, 2016 at 12.03 am

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.

Oliver
December 1, 2016 at 8.55 am

Thank you for your feedback Stephen.

Explorer refreshes data every 24 hours. The disconnected app will be removed from the explorer in the next day. Our team is working on providing more real time updates. Stay tuned!

Vanish
December 2, 2016 at 3.10 am

Looks nice. It would be nice to land on the Clients page as we did before.

Also, the activity feed for our company is showing a lot of older actions like reconcile VAT returns for a period in 2013.

Mike Wheatley
December 2, 2016 at 10.00 am

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.

Neill Fraser in reply to Mike Wheatley
December 2, 2016 at 1.26 pm

Hi Mike, thanks for your feedback. You cannot currently choose the default landing page within Xero HQ however if you login at https://client.xero.com/list this will direct you straight to the Client List every time.

Paul D
August 22, 2017 at 1.02 am

What about this same type of integration with Xero Practice Manager?

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