Accountants and bookkeepers can now save emails into client records.
The Xero HQ platform for accountants and bookkeepers now provides integration with Office 365's Outlook. This allows users to transfer emails into Xero HQ client records in order to make them more accessible.
Emails are saved as Xero HQ client notes, along with selected attachments, and may be tagged for easy retrieval. This process makes them visible to all of the practice’s users, not just the original recipients.
Note the integration only applies to Xero HQ, not the regular Xero accounting system for businesses.
“This integration puts the right tool in the hands of the right people, to ensure that staff no longer need to worry about where important emails, information and attachments are filed,” said Xero HQ product marketing manager Neill Fraser.
Nickie Sheehan, operations manager at Auckland-based accounting firm RightWay, said: “Emails are the most common way we interact with clients on a daily basis, having all the knowledge we need to make decisions and recommendations to our clients is the backbone of our business.
“This add-in makes it easy to extract important information from our inboxes and save it within Xero HQ client records for all staff to view.”
Xero indicated that HQ add-ons from third-party developers will start to appear in the coming months.