What is the primary purpose of creating a query in Xero?

Creating a query in Xero primarily serves the purpose of requesting information and documents from clients. This function allows accountants and finance professionals to communicate effectively with their clients, ensuring that they can gather necessary data for bookkeeping, tax preparation, or financial management. By initiating queries, users can seek clarification on certain transactions or request missing documents, which helps maintain accurate and up-to-date financial records. This interaction fosters collaboration and supports financial transparency between the service provider and the client.

In contrast, generating financial reports, managing appointments, or tracking payments are different functionalities within Xero that serve distinct purposes. While these tasks are crucial for comprehensive financial management, they do not encompass the main intent behind creating a query in the system.