Practice tools

4 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

   22 votes

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   4 comments  ·  Practice management  ·  delete…  ·  Admin →
   Feedback  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate your feedback on recent changes on the new unified client and staff experiences as well as those that have been testing our Xero Partner Hub.

   This has all been shared back with our product teams, however in terms of individual improvements moving forward and to stay in the loop of what you're most interested in seeing it's best for us to get a sense of interest in specific changes - You'll find a lot of differing ideas have been raised and are continuing to be assessed as the team keep planning their roadmaps. Please do join existing ideas, or start new ones for particular changes that'd improve your experience. Thanks

2. Unneccessary Changes to Practice Manger

   1) Revert the DISPLAY name to be larger again.
   2) JOBS - keep current and archived on one page, like it previously was is PM.
   3) Discontinue to automation of opening a new tab each time you click on a job.

   5 votes

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   1 comment  ·  Practice management  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavina Roper (Admin, Xero) responded

   Hey Cordia, we appreciate your feedback about the New XPH experience. However we are not able to accept ideas that have multiple request in one post. Can you please create separate ideas for each feature you'd like to see this developed for, with as much detail around what you would like to see as possible so we can gauge support and keep users updated.

   You can see the qualities of an idea on Xero Central.

   You can create a new post, and respond directly to my update if you'd like us to re-review. Thanks

   
   

3. job order please stop reverting!

   When viewing archived jobs and current jobs, it automatically presets to the oldest job. I change the view and each time the screen refreshes, it reverts back. There should be an option to keep jobs listed in the order you set it as, as a permanent setting, not reverting every single time we click on a new screen.

   2 votes

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   0 comments  ·  Practice management  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavina Roper (Admin, Xero) responded

   Hey Cordia, thanks for your Feedback on the archived jobs date filter options. We have moved this ot Feedback as the New XPH experience will mean the archived jobs view will be updated to a new look and feel. You can find more information around the new experience in our Xero Blog. Thanks again for raising this Idea with us, we appreciate the time and it's always great to hear how we can improve our customers experience.

4. Business Continuity for XPM Users During Xero Outages

   The recent global Xero outage at the end of October highlighted a challenge for firms relying heavily on XPM: when Xero goes down, so does a big part of your workflow. Many teams reported staff unable to progress work because core systems were offline.

   How do other Xero Partners handle business continuity during these outages? Would it be valuable to have an integrated or secondary platform that allows firms to keep operating to some degree until Xero is back online?

   What features would you want in such a solution—client visibility, task tracking, invoice status, or something else? Keen to hear your thoughts on how we can make accounting practices more resilient.

   The recent global Xero outage at the end of October highlighted a challenge for firms relying heavily on XPM: when Xero goes down, so does a big part of your workflow. Many teams reported staff unable to progress work because core systems were offline.

   How do other Xero Partners handle business continuity during these outages? Would it be valuable to have an integrated or secondary platform that allows firms to keep operating to some degree until Xero is back online?

   What features would you want in such a solution—client visibility, task tracking, invoice status, or something else? Keen to hear… more

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   0 comments  ·  Practice management  ·  delete…  ·  Admin →
   Feedback  ·  AdminKelly Middleton (Admin, Xero) responded

   Hi Campbell, thanks for sharing your thoughts about business continuity during system outages.

   We'll need some more detail for your post to be considered as an idea here. This will help others in the community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.

   If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central. Alternatively, if you are looking for an open discussion with Accounting partners we would recommend raising this on our Discussions platform.