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How we’re making a single supply of reality on your shopper knowledge


For those who’re an accountant or bookkeeper, you’ll know that having constant info throughout your follow administration instruments is important. That’s why we’re working exhausting to create a single supply of reality on your shopper knowledge throughout Xero Apply Supervisor (XPM), Xero HQ and Xero Tax. Right here’s why it’s so necessary to us, and what modifications you possibly can count on to see quickly.

The worth of linked follow instruments

Think about having one shopper checklist which you can simply entry from all of your follow instruments in Xero. You’ll spend much less time double dealing with knowledge, searching for shopper info and checking the accuracy of your data. Sounds nice, proper? That’s what we imply after we say we’re constructing a single supply of reality on your shopper knowledge.

It’s the most important precedence for our follow groups at Xero and we’ve been working exhausting to ensure that our platform is prepared for the change. Proper now, we’re updating our expertise to ensure our follow instruments all align ‘beneath the hood’ so knowledge can seamlessly stream between XPM, Xero HQ and Xero Tax sooner or later.

After all, this implies we have to make some modifications now that can impression the way in which you employ Xero in your follow. I do know this may be troublesome whenever you use these instruments day-after-day, however eradicating technical limitations is an important step in making ready our platform for a single supply of shopper knowledge sooner or later.

That is going to create advantages that go far past your purchasers — onboarding and managing employees, setting profiles and roles, assigning purchasers and different workflows will all turn out to be extra constant and streamlined. It should additionally imply that we will ship the options you need quicker than ever earlier than.

What’s altering in XPM and Xero HQ

You could have already observed some modifications in our follow instruments this 12 months that provided a glimpse into our plans — we launched a simplified shopper sync and made some modifications to fields in XPM and Xero HQ. Right here’s an summary of what’s altering in XPM and Xero HQ within the weeks forward.

  • We’ll ask you to attach your XPM and Xero HQ accounts, so that you’ll be able to reconcile your shopper lists when our single shopper checklist is on the market
  • When Xero HQ directors begin an XPM trial, we’ll make certain each accounts are robotically linked once they activate their XPM account

We’re additionally making modifications to the next fields in Xero HQ, in order that they align to XPM and permit us to attach each instruments sooner or later. These will come into impact on 12 December 2022.

  • A number of web sites: you’ll now not have the ability to add a couple of web site in Xero HQ. If you have already got a couple of, these will stay and keep editable
  • Stability day date: we’re eradicating the ‘Stability day’ discipline in Xero HQ, however the ‘Stability month’ discipline will stay and align to the steadiness month in XPM
  • Annual return submitting month: this discipline might be eliminated for practices in New Zealand as it’s not generally utilized in Xero HQ
  • Altering trade: as soon as a shopper is linked to an organisation in Xero HQ, you gained’t have the ability to edit their trade (you’ll must replace your organisation settings as an alternative)

At Xerocon, we introduced that we had been introducing some enhancements to the job supervisor ‘All Jobs’ tab in XPM. We’re excited to share that these might be coming in December 2022. The redesigned web page will function new sorting, filtering and search performance, in addition to the power to replace the precedence and state straight inside the desk.

Working in direction of our imaginative and prescient

These modifications could also be small, however they’re thrilling because it means we’re making good progress on our imaginative and prescient of a single supply of reality on your shopper knowledge. However that is only the start. Subsequent 12 months, we’ll be making some extra modifications, to scale back duplicate data throughout our follow instruments.

  • We’ll align enterprise construction entities throughout XPM and Xero HQ, so the shopper knowledge is identical throughout each instruments
  • We’ll add reusable contacts in XPM, to scale back duplicated and mismatched knowledge (we all know you’ve been ready for this one!)
  • We’ll align the archives of each XPM and Xero HQ, in order that they behave the identical approach and provide you with entry to a single archive

This can put us in a extremely good place to consolidate your shopper lists in a considerate approach, so you possibly can get pleasure from all the advantages of reliable and constant knowledge in Xero. As all the time, please attain out should you want a hand managing any of those modifications, and share your recommendations in Xero Product Concepts — we’re all the time listening.

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