What is the purpose of the Ask feature in Xero HQ?

The Ask feature in Xero HQ is designed specifically for sending custom queries to clients. This functionality allows advisors and professionals to facilitate communication with their clients by posing specific questions or requests for information directly through the Xero platform. This feature enhances the engagement between accountants and their clients, ensuring that the right information is obtained efficiently and effectively.

By utilizing this feature, users can tailor their inquiries based on the unique circumstances of each client, making it a valuable tool for data collection and clarification. It streamlines the process of gathering necessary information, which is crucial for maintaining accurate financial records and providing quality service.

Other options, while related to client engagement and financial management, do not accurately represent the primary function of the Ask feature. For instance, while communicating with staff is essential, the Ask feature focuses on client interaction. Similarly, exporting financial statements and creating automated reminders serve different purposes and do not involve the custom query aspect that defines the Ask feature.