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?
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.
While we can't make any commitments atm I will be certain to share any plans with you all here.
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Sonya Hughes
commented
Bulk address ability needs to be reinstated AND being able to view all of the addresses in a whole group on one page!
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Sonya Hughes
commented
Please reinstate the ability to do this. The ability to bulk update addresses was a huge time saver. The latest update is definitely a step backwards and time waster for anyone involved in admin.
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Chelsea Mowat
commented
Please revert back. The ability to bulk update addresses was a huge time saver. The latest update is definitely a step backwards. Very frustrating!
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Jessica Thava
commented
Why would you intentionally change something that actually benefits users? Will the subscription fee be reduced now that functionality of the system has also decreased? This needs to be added back asap.
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Helen Hall
commented
We have many clients with 20 to 30 entities, most have at least 10-15. Sometimes the postal address is different to residential which means 40-60 or 20-30 manual and very tedious changes, using the above examples!! Even just 5 or 10 changes is a hassle.
And where has the 'address search' function gone???
Xero, I can't believe this was an intentional change! This is a prime example of the people who instigated it having never worked in an admin area with Xero where updating addresses used to be a quick job but is now a major, VERY time-consuming one!
Did it ever occur to you to ask your users a few questions before making such backward changes? I'm now keeping a list of client address changes to make when I have time - clearly not an efficient way for me to work!
And while I'm here, on the client main page, please add a column to show the addresses. In the 'columns' drop-down, there are 13 choices most of which the majority of us will never need to use! But no address column???
I'm trying hard to get used to this new (boring looking) format that we out here had no choice about, but you sure don't make it easy by removing previous helpful options!
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Petra Main
commented
Prior to the XPM upgrade we could view client group addresses in a single screen, update one member of the group and select the option to update all addresses across the group.
It is extremely time-consuming (not to mention frustrating) viewing and updating grouped clients one by one.
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Lisa Page
commented
I and our admin team here agree with everyones comments - please bring back the "related clients addresses" update and the address column to be added in the view of a client group.
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Stacey Keleher
commented
PLEASE bring back the bulk update address feature! Also addresses would search & autofill, now we have to enter in full.
Clearly staff working in admin were not consulted before these updates were made, as everyone would scream out to keep it!
Also, add an address column for those of us who like to see all addresses for a big client group. -
Monica Abate
commented
It is so stupid that you would remove this feature, we all use it on a daily basis and need it to happen quickly, not buy exporting and importing, the old way worked well and I am sure anyone who has to use this everyday would agree. If this update was run past admins or any client services they would tell you how much we rely and use it. Just stupid to intentionally remove it, who thought that was a good idea!
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Chloe Dunstan
commented
It would be great to have an update on this.
We have client groups that have up to 43 entities. Now, I don't know about you, but I certainly have better things to be doing than opening 43 clients and updating the STREET and POSTAL address for each - not to mention the new update also makes you select the country before entering the address. This, ON TOP OF updating the ATO and then ASIC, it would quite literally take me half the day for what should be a relatively simple update.
We migrated from MYOB AE a few years back. This update has taken me back to those days - clunky software, inefficiency and too much room for error.
There are so many aspects of this upgrade that have made it less efficient than it was before.
Xero, my swear jar is almost full. Please take all of these comments into consideration.
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Shannon Buchan
commented
Our Admin team constantly have to update an entire groups addresses at the same time. Some groups have up to 20 entities! It was frustrating enough to see that we could no longer visually see the addresses of the entire group at once but to have to go into each entity idividually just to update an address is so inefficient. It also provides an opportunity for mistakes to be made. This feature worked wonderfully before - please bring it back!
In addition to this, the feedback from our Admin team is that most tasks now require additional clicks to do simple things. I am guessing these updates were not instigated by Administrators who are doing this work every day?
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Emma Matusch
commented
The ability for XPM to show where a home/postal address has been used and action a bulk update has been removed. This was a standout feature of Practice Manager and it's removal has caused great annoyance at my firm. Please consider bringing it back!
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Rochelle Louden
commented
From an accounting and practice management perspective, it’s extremely disappointing to see a system that worked really well (and that we genuinely valued) now broken. It has moved beyond inconvenience and into practice risk. Check the issues with the 'new' Tax Manager!
While we’re being told to “stop beta”, the reality is that many of these changes are applying across all users regardless, so they can’t be avoided.
Hopefully Xero can lift the platform back to the standard it was previously operating at.
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Debra Hancock
commented
My admin team are loving all the comments from our fellow accounting administration family.
We are constantly being thrown curve balls to try and keep up with technology. When an update removes an essential and effective process, increasing workload, the roll on effects are huge.
We would really appreciate further response from Xero admin. As the change was intentional, please explain the thought process that this would increase efficiency. Was this process a sacrifice or as Louise Mathers noted, a distraction?
It's been a month and many comments later, we're just getting more frustrated every time we have to change an address. This change is a big one. Do we need to have all our staff members to mark this as Critical in order to get action? If so, we ride at dawn.
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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.