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Making Xero HQ your new practice experience

Posted 1 month ago in Product by Neill Fraser
Posted by Neill Fraser

We’re committed to providing you with the best tools to manage your clients so for the past twelve months we have been enhancing Xero HQ. It is the first and last place to visit everyday to get real-time visibility and insights across all of your clients, timely alerts about their most urgent needs, and the ability to connect with practice apps, all in one place.

So what’s changing?

If you haven’t yet opted into Xero HQ over the past year, you’re in for a treat. As of next week, Xero HQ will be your new home when you login to Xero. And if you have checked out Xero HQ lately, you’ll see that we’ve been busy improving and moving over the existing features of My Xero Partner Edition. We’re also introducing new innovations inside Xero HQ.

From next week, you’ll be able to choose whether the activity feed or the client list suits you as the default login page in Xero HQ. If you’re interested in seeing all of your clients most urgent needs, set the ‘activity feed’ as your default home. Or if you prefer to dive right into the clients you’ll be connecting with on any given day, it might make more sense for you to choose the ‘client list’ as your default login page. This choice of feature page will be available in your account settings from next week.

Xero HQ practice

And just like within My Xero Partner Edition, you can still manage your clients, your staff and your practice settings within Xero HQ. We have made enhancements to all of these features which we’re sure you’ll enjoy. Simply watch the video below to see a really nice summary of all your favourite features that we have moved across from My Xero Partner Edition, and also an introduction into some of the latest innovations that now all live within Xero HQ.

Can I still access My Xero Partner Edition if I need to?

If at any time you do need to access My Xero Partner Edition you can do so by selecting ‘My Xero’ from the drop-down menu. From here you can still access the My Xero client list, staff and billing features (more on this below) while all other features link back into Xero HQ.

Xero HQ practice

Billing and subscriptions

‘Billing and subscriptions’ will remain within My Xero Partner Edition. Managing individual client subscriptions can be done by selecting “Manage subscription” from the overflow menu next to each client record in the client list.

New features to improve efficiency

At Xerocon London, we announced a brand new feature in Xero HQ – ‘Ask’ which will be available to all Xero HQ users from next week. Xero HQ Ask drives even more meaningful engagement with your clients easily by providing a simple way to get the information you need to complete compliance work accurately and on-time. Learn more about Xero HQ Ask here.

Xero HQ practice

Updates to staff visibility across clients in your practice

The new staff feature in Xero HQ provides complete control over what staff members have access to in Xero HQ and your Xero clients. This make staff permissions easy so you can simply assign staff to view or edit your client records and access roles across your Xero client organisations.

To help you manage your practice permissions we’ve updated the default client visibility settings for all staff members of a practice with the standard user role in Xero HQ. From now, a staff members default client list only includes the Xero organisations they have access to, as well as any clients records they have been assigned to directly within Xero HQ.

As a practice administrator, you can still easily assign staff with a variety of different permission levels as needed using the Xero HQ staff feature. Learn more about staff assignment and roles in help.

Next steps

If you’re not already using Xero HQ, opt-in now to get started with all these exciting features. From October 24 NZ time you will automatically land in Xero HQ as your default experience.

We’ve worked hard to make Xero HQ easy to get started with but you can also familiarize yourself and your staff with all the features by reviewing the feature videos on Xero TV. And good news, we’ll be adding training for Xero HQ on Xero U very soon!

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