We’ve made some nice progress in direction of creating a single supply of fact to your consumer knowledge throughout Xero Apply Supervisor (XPM), Xero HQ and Xero Tax.

This is a vital a part of our work to attach our observe instruments, so you possibly can work extra effectively, collaborate together with your shoppers extra successfully and get probably the most out of your complete Xero platform. 

Listed here are our newest updates and what they imply for accountants and bookkeepers in Australia and New Zealand.

What’s new in our observe instruments

To verify we’re lowering duplicates and double dealing with of your consumer knowledge, we’ve made some updates that present higher consistency between XPM and Xero HQ.

Probably the most widespread requests we’ve acquired in Xero Product Concepts is the flexibility to reuse contacts throughout a number of shoppers in XPM. We’re excited that that is now obtainable and respect the suggestions that allowed us to ship this worth.

Different latest updates embody:

• aligning the best way enterprise buildings are recorded throughout observe instruments
• renaming ‘Relationships’ to ‘Contacts’ in Xero HQ, to match the language in XPM
• aligning consumer and speak to names throughout each instruments

You even have extra management over consumer data, while you create an organisation exterior of Xero HQ. Till not too long ago, in case you created an organisation in My Xero Associate Version, or had a subscription transferred to your observe, we’d robotically create a brand new consumer document in Xero HQ. 

This typically resulted in duplicates, particularly for these utilizing XPM. To keep away from these duplications, knowledge will not move from My Xero to Xero HQ.

Rolling out the one consumer document

Now that our staff has constructed a central place to retailer consumer data throughout our observe instruments, we are able to begin rolling out the one consumer document to our accounting and bookkeeping companions, beginning with Australia and New Zealand.

We’re happy to announce that new practices who joined the Xero associate program after 6 March 2023, and those that have solely ever used Xero HQ, can now take pleasure in a single consumer document. 

If that’s you — it’s a good time to strive XPM and simply handle jobs, time monitoring and billing in your observe, with the identical consumer knowledge that you just’ve been utilizing in Xero HQ.

As quickly as you begin utilizing XPM, you’ll have all of your shoppers, contacts and teams particulars from Xero HQ in there immediately. For those who offboard a consumer, they’ll be archived in each lists.

Giving XPM customers entry to the one consumer document

Now that we’ve rolled the one consumer document out to new practices, the precedence for our staff is making it obtainable to current XPM customers. This is a bit more complicated, as a result of you have already got two units of consumer data that won’t align.

That’s why we’re constructing a software that will help you reconcile your current knowledge into one single consumer document. We’ll preserve you up to date on our progress, however please know you’ll have full management over how and when your consumer knowledge is up to date, to ensure it’s correct always.

We’re excited for all practices throughout Australia and New Zealand to take pleasure in the advantages of a single consumer document, and can make this obtainable to you as quickly as we are able to.

What’s coming subsequent in our observe instruments

Within the months forward, we’ll be making various updates as we proceed connecting our observe instruments, so knowledge can seamlessly move between XPM, Xero HQ and Xero Tax sooner or later. 

These updates will enable you to:

• higher handle connections between Xero organisations and shoppers, corresponding to seeing their subscription standing within the consumer record, and eradicating an organisation from a consumer document
• see and handle consumer teams simply in XPM and Xero HQ, inside your single consumer document
• assign consumer entry and permissions extra simply to employees working throughout your total consumer record in Xero HQ
• shortly see the extent of entry your employees have in XPM, and simply assign and handle their permissions
• ship reminders in bulk when sending doc packs for approval and signing

Serving to you turn into extra environment friendly is the primary precedence for our groups, and we’re excited in regards to the progress we’re making in direction of a single consumer document.

Within the meantime, it’s necessary to ensure your consumer record is in fine condition. Right here’s a greatest observe information for onboarding a consumer, so you possibly can keep away from duplications in your consumer data and be sure to’re prepared for what’s subsequent.