How can you check the progress of client queries?

Prepare for your Xero Certification Test with a comprehensive study guide. Utilize flashcards and multiple-choice questions, each provided with hints and detailed explanations to enhance your understanding and readiness for the exam.

To check the progress of client queries effectively, clicking on the query to view client responses is essential. This method allows you to access real-time information regarding the status and details of the query. By viewing the responses directly associated with the query, you gain insights into what has been addressed, what remains outstanding, and any additional client feedback that may be present. This approach is efficient and ensures you're working with the most accurate and current information.

Other methods, such as sending reminders or manually contacting each client, may not provide direct insights into the ongoing progress of the query. They could add unnecessary steps in the process and may not yield the same level of detail as accessing the query responses directly. Additionally, simply viewing the query file in a folder may not show the latest updates or responses unless the file is specifically designed to reflect that information. Thus, directly clicking on the query to view responses is the most comprehensive and practical way to monitor the situation.

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