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Getting familiar with Xero HQ - recording

Self-paced learning
Launch course

4 Advisor credits

Free

Learning objectives

Understand the functionality of Xero HQ and how it will work for you and your practice.

Watch the recording and make sure you click the forward arrow to see the knowledge check question, after the video ends.

You can navigate back to the Xero Education Week homepage to check out other webinars.

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
    • View your practice overview and advisor directory listing

Topics covered

  • Xero HQ

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