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Efficiently using Xero HQ

Live webinar

Free

1 HOUR

Learning objectives

Understand the functionality of Xero HQ so you and your practice can use it efficiently.

Course outline

    In this course, you'll learn how to:
    • Customise the activity feed
    • Use the client list to view client details and log client notes
    • Utilise the explorer tab to get insights for your clients
    • Use Ask to communicate and send client queries to your clients
    • Connect with our Xero HQ app integrations

    There will be a Q&A session at the end of the webinar.

Topics covered

  • Settings
  • Xero HQ
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