Understand the functionality of Xero HQ and how it will work for you and your practice.
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
There is no pre-course preparation required.
- Xero HQ