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Efficiently using Xero HQ

Live webinar



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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