Learn more about Ask queries. Work with the query list, and drill into the details of a query.
The query list
The list in the Queries tab gives you an overview of your queries.
Each entry shows you:
- The name of the client
- The query name
- The due date, financial period, and the date the query was created or last sent to the client
- A progress indicator representing how many questions have been answered
- If you have the Administrator or Master administrator Xero HQ user role, you can also see who created the query
You can sort the list by progress, due date, or the name of the client, in either ascending or descending order.
Your choices when you click the menu icon depend on the status of the query.
|Menu item||When||Lets you|
|Resend query||Query has already been sent||Resend query to client|
|Send query||Query is a draft and hasn't been sent||Send a query to a contact for answers|
|Add questions||Query has been completed by client and submitted||Add new questions to a submitted query|
|Add or edit questions||Query has been submitted by client, but not all questions have been answered||Add new questions or edit unanswered ones|
|Preview||Query is a draft||View a draft query|
|Edit query details||Query has been created||Edit details like client, query name, financial period and due date|
|Copy query||Query has been created||Copy sections and questions of a query and send to a different client|
|Delete query||Query is a draft||Delete a draft query|
|Close query||Query has been sent||Close a finished query and move it to the Closed group|
|Go to client card||Query has been created||See the client associated with the query|
- Change the query details
- Add or reorder questions
- Preview a draft query
- Change unanswered questions
- Send a reminder
- Copy the query
- Close the query