The single client record is coming: heres what your practice needs to know

▤ Summary

This means you can add or edit information in XPM, and see it straight away where there is a matching field in Xero HQ (or vice versa, for example, the business structure). We encourage your Master Administrator to kickstart this process as soon as possible so Xero can work in the background to ensure that your practice will be ready to go as soon as the step two tool is available. A tool will be released in late October to make this entire process as easy as possible (at the moment, you’ll see your status in Xero HQ as ‘coming soon’ once you’ve completed the first step). If your practice currently has an active sync between your connected Xero HQ and XPM accounts, this will be ending on 1 November 2023 so that we can enable the single client record. We have a new hub for the single client record migration on Xero Central where you can find up to date information and instructions on how to make the move.

▦ Linked Companies

Xero

$1B+