How we’re making it easier for practices in Australia and New Zealand to manage clients in Xero
Summary
What’s new in our practice tools To make sure we’re reducing duplicates and double handling of your client data, we’ve made some updates that provide greater consistency between XPM and Xero HQ. One of the most common requests we’ve received in Xero Product Ideas is the ability to reuse contacts across multiple clients in XPM. • None aligning the way business structures are recorded across practice tools • None renaming ‘Relationships’ to ‘Contacts’ in Xero HQ, to match the language in XPM • None aligning client and contact names across both tools You also have more control over client records, when you create an organisation outside of Xero HQ. As soon as you start using XPM, you’ll have all your clients, contacts and groups details from Xero HQ in there straight away. Now that we’ve rolled the single client record out to new practices, the priority for our team is making it available to existing XPM users.
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