XPH - Bulk address change from Client group
In the old XPM we could bulk update client addresses for a client group, this functionality appears to have dropped off the new version, can we have it back please?
Thanks for all the engagement and sharing how valuable this feature is to managing your clients with Xero.
I understand the desire for another update and am pleased to share that this is something our product teams will be addressing and are working on developing within the new unified client experience.
I'll share more news here as this gets closer to release.
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Louise Mathers
commented
From reading the comments so far, this is clearly an extremely unpopular update. What’s also clear from Xero’s official response is that the change was intentional, not an oversight. That’s what makes it worth questioning why it was done.
As we all know, this forum is littered with feature requests that have sat unanswered for years and years despite being repeatedly raised by accountants, bookkeepers and admin staff. Against that backdrop, the deliberate removal of a widely used and genuinely useful feature makes very little sense on its own.
Until you look at the update more broadly.
This change didn’t just remove the ability to bulk update addresses. It arrived alongside a raft of administrative changes that add friction, clicks, and confusion to everyday tasks. Something as simple as adding a new client now involves more steps, more buttons, and more guesswork just to achieve the same outcome we had before. I won’t list them all; most of us are discovering them in real time as we try to stay efficient.
Which leads to a bigger question: was this feature removed as a distraction?
While we’re all (rightly) focused on the loss of one glaringly useful function, attention is being pulled away from the many long-standing issues that remain unresolved, as well as the quieter changes that are steadily increasing admin time across the platform.
So perhaps the strategy is this: remove something highly visible, weather the backlash, then reintroduce it later as a “concession” while the other inefficiencies remain firmly in place.
One can’t help but wonder.
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Wendy Fraser
commented
It’s clear that whoever implemented these changes has little to no experience in accounting administration. Please revert to the original Xero version, as the current platform is off-putting, not user friendly and significantly hinders efficient day to day work.
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Holly Smith
commented
This feature was extremely valuable, and its removal has had a noticeable impact on efficiency. Tools like this streamline our processes, save time, and reduce the risk of errors—such as missing address updates for linked clients.
We’re very disappointed to see it removed and would love to see it reinstated. -
Jordan Kolmus
commented
THIS SHOULDN'T HAVE BEEN REMOVED!!! Why was it intentional? make us do MORE admin work?! Thanks for nothing. PUT IT BACK
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Vadim Bek
commented
Please, please bring this feature back - the suggestion to update address of the related clients once one address was updated! That was very handy and saved a lot of time!
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Marcy Lees
commented
We would like to request a return to the previous Xero version, as we have found the new interface incredibly frustrating. The ‘Client Services Version’ introduces complex workflows, reduces data accuracy, and necessitates multiple steps to access essential information. Several features such as bulk contact updates are absent, filters are not applied to useful fields, and basic information has become less accessible. These changes hinder efficient client service management and overall productivity. We’re not fans.
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Ben Paul
commented
This was a terribly thought out change that has added literally hours of admin work onto our staff. I don't see how this isn't an easy thing to reinstate. Why did you make an 'intentional change' to worsen your service?
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Michelle Dingli
commented
This is just another example of buying cheap software you get cheap results. We actually had to employ another team member after moving to xero due to the amount of manual processes !
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Matt Hinton
commented
Hi Kelly,
Looks like this intentional change has not gone down well. I have to agree with the responses below it's hard to understand why you would remove functionality that is making everyone's lives easier. -
Leanne Norton
commented
Not very helpful from an admin database management point of view!
Hopefully this function is added back asap! -
Casey Byfield
commented
Strongly agree with the concerns already raised. The removal of the bulk address update is a significant step backwards. For firms managing client groups with multiple related entities, this functionality was essential. Having to manually update each entity individually is not only incredibly time-consuming, but it also increases the risk of errors and inconsistencies across records. The response from Xero on this issue has also been disappointing. This functionality existed, it worked, and it has been taken away — why not simply reinstate it? Decisions like this suggest a disconnect between the development team and the real operational needs of accounting and advisory firms. We expect updates to improve efficiency, not reduce it. Extremely unhappy with this change.
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Alison Lemm
commented
Thank you for the information, however I find this update has taken the user back 15+ years to be worse than MYOB. As our practice relies on XPM for it's source of truth and our admin team pride themselves in keeping this database up to date the recent update has adversely impacted their ability to perform their roles and have made us question whether we continue using this product. Yes, we use this feature often, especially with large groups that would have over 20 entity addresses to update, it is a waste of resources and time to have to individually change every address. This as well as many other issues with the new version of XPM have caused us to rethink our confidence in your products.
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Nicole Collins
commented
How on earth could taking this option away be considered an improvement. Please bring it back. Changing the addresses individually for a group of 30+ clients who all share the same address is not ideal!!
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Oriel Kraska
commented
Also very frustrating that mobile numbers not appearing for contacts attached to clients and that you have to "drill down" to see the mobile...ridiculous!
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Rochelle Louden
commented
XPH has taken us backwards!
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Wendy Fraser
commented
Can we also have the option to look at all addresses for each client without having to click into client? Having no visual over all addresses without having to go into each one is very annoying. It needs to be a column option, but in saying that the more columns that are ticked the less user friendly it is, having to 'scroll across' to see all columns. Formatting needs to be looked at.
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Stacey Campbell
commented
Intentional change... What an absolute joke, why bother doing this beta and ask for feedback if you have made your minds up already and aren't going to listen or change anything
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Tania Kowalski
commented
How on earth could this have been an Intentional Change??? And to then comment that you are monitoring feedback and considering improvements. How can this be considered an improvement, when it was an existing feature that you intentionally removed.
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Rose Cooper
commented
"Hi everyone, we appreciate the feedback we've received on this change and while this was an intentional change this is something our product teams are monitoring feedback of very closely and considering improvements around in the new clients experience."
I'm sorry but the intentional change has clearly created more work for users than to streamline processes. Clearly this change has not gone down well with users and am amazed that the product team has not immediately re-instated the function. What would normally be a two minute job for me to change the address on a group of 10 entities, now takes in excess of half an hour and the fact when you look at the group as a whole and addresses are no longer visible (instead replaced with email addresses) with no option to add in an address column - this had been very detrimental to my day to day client updates tasks. Please listen to the feedback and sort asap.
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Chloe Dunstan
commented
This was an intentional change? Who on earth thought removing the bulk address update would be beneficial?