Xero HQ, the updated accounting platform from Xero, is now live in beta release.
New on the platform is an activity feed that helps manage sales tax, bookkeeping work, and day-to-day client administration. The feed highlights items that need immediate attention.
Also new is the client list, which puts all of a user’s clients, even those that are not on Xero, in one place. Client information from Xero Practice Manager can be synced with Xero HQ, the aim of which is to eliminate duplicate data. The client list feature allows grouping for relationships and business structure as well.
Xero HQ Explorer is a feature that allows users to see how their clients behave. For example, a user can view which industries she is serving most, which apps are most popular among her clients, whether there are apps she should get to know better, and apps she can recommend that are similar.
Finally, a new advisor directory will be launched in December. Users have the opportunity now to review their listing and update it as needed.
Currently Xero HQ is in opt-in beta mode. The platform will continue to be developed as Xero brings features over from its My Xero Partner Edition. According to the company, soon there will be more partner integration with Xero and a complete revamp of staff and permission management.
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