Clients in Xero HQ

Learn more about clients in Xero HQ. Work with the clients list, and drill into the details of a client.

The clients list

The Clients tab lets you see all of your clients in a single list. Each entry in the list gives you an overview of the client, including the client's logo, name, and email address or telephone number or both. Click the client's name to see and add more information for the client, such as notes or additional contact details, or to view and act on activity alerts for the client.

If the client is connected to a Xero organisation, you'll see Go to Xero as the primary action. For organisations you've been invited into, you may have the option to add the organisation to your practice.

Your choices when you click the menu icon Xero HQ menu icon depend on the type of client and your user role.

For a client connected to a Xero organisation

For a client that's not connected to Xero

For an organisation you've been invited into

You can use groups to reduce the number of clients in the list, and you can also search for a client by name.

* Requires Practice Administrator permission.

^ Requires Manage Users permission.

Client details

You can click on a client's name to see more information about the client. Select one of the follow tabs:

The client details card, found on the right side of the screen, lets you update the client's details.

You cannot drill into the client details for an organisation you've been invited into.