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We’ve made some nice progress in the direction of creating a single supply of reality to your shopper knowledge throughout Xero Follow Supervisor (XPM), Xero HQ and Xero Tax.
This is a crucial a part of our work to attach our observe instruments, so you possibly can work extra effectively, collaborate along with your shoppers extra successfully and get essentially the most out of the 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 ensure we’re decreasing duplicates and double dealing with of your shopper knowledge, we’ve made some updates that present better consistency between XPM and Xero HQ.
Some of the widespread requests we’ve obtained in Xero Product Concepts is the flexibility to reuse contacts throughout a number of shoppers in XPM. We’re excited that that is now accessible and respect the suggestions that allowed us to ship this worth.
Different current updates embody:
- aligning the way in which enterprise constructions are recorded throughout observe instruments
- renaming ‘Relationships’ to ‘Contacts’ in Xero HQ, to match the language in XPM
- aligning shopper and make contact with names throughout each instruments
You even have extra management over shopper information, once you create an organisation exterior of Xero HQ. Till not too long ago, in the event you created an organisation in My Xero Accomplice Version, or had a subscription transferred to your observe, we’d mechanically create a brand new shopper document in Xero HQ.
This usually resulted in duplicates, particularly for these utilizing XPM. To keep away from these duplications, knowledge will now not circulate from My Xero to Xero HQ.
Rolling out the one shopper document
Now that our workforce has constructed a central place to retailer shopper information throughout our observe instruments, we are able to begin rolling out the one shopper 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 people who have solely ever used Xero HQ, can now get pleasure from a single shopper 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 shopper knowledge that you simply’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 right away. In the event you offboard a shopper, they’ll be archived in each lists.
Giving XPM customers entry to the one shopper document
Now that we’ve rolled the one shopper document out to new practices, the precedence for our workforce is making it accessible to present XPM customers. This is a bit more advanced, as a result of you have already got two units of shopper information that will not align.
That’s why we’re constructing a instrument that can assist you reconcile your present knowledge into one single shopper document. We’ll maintain you up to date on our progress, however please know you should have full management over how and when your shopper knowledge is up to date, to verify it’s correct always.
We’re excited for all practices throughout Australia and New Zealand to get pleasure from the advantages of a single shopper document, and can make this accessible 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 numerous updates as we proceed connecting our observe instruments, so knowledge can seamlessly circulate 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 shopper record, and eradicating an organisation from a shopper document
- see and handle shopper teams simply in XPM and Xero HQ, inside your single shopper document
- assign shopper entry and permissions extra simply to workers working throughout your total shopper record in Xero HQ
- shortly see the extent of entry your workers 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 grow to be extra environment friendly is the primary precedence for our groups, and we’re excited in regards to the progress we’re making in the direction of a single shopper document.
Within the meantime, it’s necessary to verify your shopper record is in fine condition. Right here’s a greatest observe information for onboarding a shopper, so you possibly can keep away from duplications in your shopper information and ensure you’re prepared for what’s subsequent.
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