Practice tools

6 results found

1. Practice tools - General feedback on the new update

   As a client who uses XPM every weekday, I wanted to provide some considered feedback on the most recent update.
   I intentionally used the updated software for several weeks before writing this, to ensure my feedback was fair and based on real, day to day use. Unfortunately, despite giving it a genuine chance, the update has not met my expectations. In my experience, the software has become less efficient and more inconvenient to use compared to the previous version, which I found to be extremely well designed.
   Below is my detailed feedback.
   Client Page Layout & Visual Design:
   The updated client page layout feels like a step backward. Previously, it was clean, modern and consistent with the rest of XPM. The current layout looks dated and less intuitive, with too many boxed sections and a lack of visual flow.
   The client name was previously large, bold, and clearly visible at the top of the page. Now it is smaller and pushed to the side, making it harder to quickly identify the client. The old layout allowed information to flow naturally down the page and was far easier to scan.
   Phone & Mobile Numbers:
   Previously, both phone and mobile numbers were visible at a glance. Now, the mobile number requires clicking into another view. In practice, mobile numbers are far more commonly used than landlines and I believe they should be prioritised and visible on the main client page without needing to open another screen.
   Address Formatting & Entry:
   The previous address formatting was excellent. It followed correct postal standards and allowed me to copy and paste client addresses directly into documents without editing.
   Now, addresses appear as a single line, requiring manual formatting and spacing. This adds unnecessary time and friction to routine tasks.
   Additionally, the address auto-complete feature (where you could begin typing an address and select it automatically) appears to have been removed. Manually entering addresses is slower and the current fields are not intuitive, making it unclear where certain address components should be entered.
   Updating Multiple Addresses:
   One of XPM’s best features appears to be missing. Previously, when updating a client’s address, XPM would prompt you to update other clients or entities sharing the same address. This was efficient and saved significant time. If this feature has been removed, I strongly recommend reconsidering it, as it added real value to the platform.
   Client Edit Details Page:
   The new layout appears to take inspiration from Xero Blue. While I understand the intention, I find it less user-friendly than the previous version.
   Before, information was clearly categorised into tabs, making it easy to locate specific details quickly. Now, everything is displayed in similar-looking boxes, requiring more scrolling and making it harder to visually distinguish sections. This has reduced usability rather than improved it.
   What I do like is that when opening a job now, it opens in a new tab. This is great and efficient!
   I genuinely hope this feedback is helpful and that future updates will bring back the simplicity, clarity and efficiency that previously made XPM excellent.
   Thank you for taking the time to review this feedback.

   As a client who uses XPM every weekday, I wanted to provide some considered feedback on the most recent update.
   I intentionally used the updated software for several weeks before writing this, to ensure my feedback was fair and based on real, day to day use. Unfortunately, despite giving it a genuine chance, the update has not met my expectations. In my experience, the software has become less efficient and more inconvenient to use compared to the previous version, which I found to be extremely well designed.
   Below is my detailed feedback.
   Client Page Layout & Visual Design:
   The updated… more

   14 votes

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   2 comments  ·  Practice management  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

2. audit report of user activity in Xero Tax

   We would like to have an option for a Tax Return that has been deleted off the system to effectively sit in a recycle bin before it is immediatley deleted off. Would also like to suggest having the ability to see a report for any such returns that are deleted off to see who has done it and the date.

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   1 comment  ·  Practice management  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

3. Restore Relationships Collapsible View

   One thing that's particularly frustrating to me about the new UI is the non-collapsible view for relationships. We have clients that are part of big groups with lots of relationships, and it now looks very cluttered, and quite annoying when we have to scroll down.

   Please restore the drop-down view (and change back to the smaller font too) 🙏

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   1 comment  ·  Practice management  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

4. audit report of user activity in Xero Tax

   To have a "history" tab on a client that would show when someone has made a change to something (an address, a phone number/client details) along with who would have archived a client on the system.

   The history tab would be a great aspect for support hub team members so they can ask that person if there is an issue or to see a date and time that this has happened to then liase with the client.

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   0 comments  ·  Practice management  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

5. Trakc staff activities like xero history

   Under XPM, ability to track what time staff last log in, which companies Xero, what activities (reconciliation/bills to pay) etc..

   To track staff work live and have this track time in Xero for each company on top of the staff entry time per job (as this will include non Xero hours) for cross checking and reference

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   0 comments  ·  Practice management  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

6. Booking calendar with XPM integration

   Develop a booking calendar that integrates with our XPM client database. At the moment we have to run two different databases for the same information, to schedule bookings for clients with accountants/block out time for jobs.

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   0 comments  ·  Practice management  ·  delete…  ·  Admin →
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   Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

   Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂