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Getting familiar with Xero HQ

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.

Course outline

    In this course, you'll learn how to:
    • Customize the activity feed
    • Use the Client list to view client details and log client notes
    • Utilize the Explorer tab to get insights for your clients
    • Gather the information you need from clients in one place with Ask
    • View your Practice overview and Advisor Directory listing

Pre-course preparations

There is no pre-course preparation required.

Topics covered

  • Xero HQ

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