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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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.
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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!